TAX STRATEGIES FOR RETIREMENT: BUCKETS CREATE TAX CHOICES Federal Appeals Court Judge Billings Learned Hand was a judge and judicial philosopher who aptly proclaimed, "There are two systems of taxation…
Deena WatsonJanuary 27, 2022
There are a lot of myths about working with a financial advisor. Maybe you have heard a few: "I don't need one" "They're for the wealthy" "There are lots of…
Deena WatsonJanuary 4, 2023
STRATEGIES TO OPTIMIZE YOUR SOCIAL SECURITY BENEFITS Social Security benefits are an important piece of your retirement income puzzle, and deciding when to start taking Social Security payments depends on…
Deena WatsonJanuary 27, 2022
Receiving an inheritance brings with it a wide range of emotions—grief for the loved one you lost and eagerness or excitement for the sum you’re about to receive. But as…
Deena WatsonOctober 13, 2023
Many companies offer employer-issued stock as a benefit, in addition to other compensation and benefits. But what happens if you leave a job that offered you employer-issued stock or if…
Deena WatsonJuly 3, 2023
Let's look at what NUA is, how NUA rules work, and some of the potential benefits of an NUA tax strategy. Many companies offer employer-issued stock as a benefit, in…
Deena WatsonJanuary 5, 2024
What the Inflation Act Means For You? The Inflation Reduction Act was signed into law on Tuesday, August 16, 2022. While the $430 billion package includes many provisions, this article…
Deena WatsonAugust 30, 2022
Prepare for possible tax cuts and the Jobs Act Sunset While we haven’t yet said goodbye to 2023, it’s not too early to begin thinking about any tax changes that…
Deena WatsonNovember 30, 2023
RISK MANAGEMENT: ASSET ALLOCATION Whether your retirement is years away or right around the corner, your investment portfolio should be designed with your financial goals in mind. It needs to…
Deena WatsonMay 9, 2022