by Daniel Stous | Apr 6, 2022 | Insight, Money Management, Retirement, Taxes, Tips
Today we’re kicking off this quarter’s education series – Financial Considerations Upon Retirement. The first post in this series discusses issues related to cash flow and taxes. There are several issues to think about before you retire. Give each of these issues an...
by Daniel Stous | Mar 15, 2022 | Death of Spouse, Insight, Investments, Money Management, Taxes, Tips
This article is the third in a three-part blog series related to financial items to consider if your spouse passes away. Today we’re focusing on issues related to taxes, investments, and assets. In Part 1 we discussed estate settlement issues, and Part 2 addressed...
by Daniel Stous | Feb 15, 2022 | Death of Spouse, Estate Issues, Insight, Tips
This article is the first in a three-part blog series related to financial items to consider if your spouse passes away. Today we’re focusing on issues related to estate settlement. In Part 2, insurance and cash flow is addressed. And in the coming weeks, we’ll also...
by Daniel Stous | Sep 7, 2021 | Insight, Investments, Money Management, Retirement, The Market, Tips
Recently, we’ve been hearing a lot of headlines about how the market keeps reaching all-time highs. In fact, as of September 2nd, the S&P 500 had reached a closing high 54 times in 2021. A rising stock market paired with historically high valuations in some areas...
by Daniel Stous | Aug 19, 2021 | Charitable Giving, Insight, Money Management, Retirement, Taxes, Tips
If you didn’t catch this month’s office hours, you missed our discussion about common charitable giving strategies that our clients use to minimize taxes. No fear! You can catch the recording by clicking here. Or, read on to learn about the various charitable giving...
