by Ashlee Desteiger | May 27, 2024 | Technical Topics
No one wants to discuss it. No one wants to save for it. But most admit they may need some sort of care. How do you plan for it? Let’s address four questions related to long-term care. What is long-term care (“LTC”)? Definition: medical and non-medical care provided...
by Ashlee Desteiger | Apr 25, 2024 | Technical Topics
You filed your taxes – you’re done, right? Not so fast! Now is the best time to review your return to set yourself up for success this year. Here are our top 5 tax considerations for 2024: Did you fail to withhold or underpay your estimates? If so, review...
by Ashlee Desteiger | Mar 29, 2024 | Technical Topics
What is Qualified Small Business Stock? Qualified Small Business Stock (QSBS) may also be referred to as “1202 Stock” after the section of the Tax Code addressing this topic. Qualified Small Business Stock isn’t an election; if you meet the requirements, it is QSBS!...
by Ashlee Desteiger | Feb 27, 2024 | Technical Topics
A Health Savings Account (“HSA”) is often the most overlooked retirement account. Why consider this a “retirement account?” Because it’s not a use-it-or-lose-it proposition. On top of that, you can invest it for the future vs. spend today. Let’s take a look at the...
by Ashlee Desteiger | Jan 26, 2024 | Technical Topics
Have you asked (or wondered): When’s a good time to get into the market? The market seems hot; is it time to get out? What’s in store for 2024? Should we prepare for a recession this year? We don’t time the markets, and we certainly don’t pretend to know what...
by Ashlee Desteiger | Dec 30, 2023 | Technical Topics
Is life insurance considered financial protection or an investment? What type is best for you: term or permanent? What does “permanent” really mean? How much coverage do you need, and what’s the cost? These are just a few questions that arise when discussing...
