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New York’s Quasi-Progressive Income Tax System

New York’s Quasi-Progressive Income Tax System

by Wylie Wang | May 25, 2023 | All, Tax Planning

Wylie explains how New York’s income tax system may cause you to pay more taxes at certain bend points than expected.

Environmental, Social, and Governance (ESG) Funds Overview

Environmental, Social, and Governance (ESG) Funds Overview

by Alexa Schoeneborn | Apr 20, 2023 | All, Investment Products

Alexa defines Environmental, Sustainable, and Governance (ESG) investing, and summarizes how to navigate the growing number of ESG funds available.

New Rates For I Bonds – April 2023

New Rates For I Bonds – April 2023

by Wylie Wang | Apr 13, 2023 | All, Investment Products

The new I Bond semi-annual inflation rate will be 1.69%. This article will explore how we calculate that and information on those considering whether they should buy in now, or sell old I Bonds.

Highlights from SECURE 2.0 Act

Highlights from SECURE 2.0 Act

by Kevin Peacock | Jan 13, 2023 | All, Retirement, Tax Planning

The SECURE 2.0 Act, signed into law on December 23, 2022, has an extensive list of changes relevant to retirement planning. The following is a brief overview of some of the changes:

Box Spreads as a Fixed Income Replacement

Box Spreads as a Fixed Income Replacement

by Kevin Peacock | Oct 21, 2022 | All, Investment Products

Box spreads provide the ability to transform fixed-income returns (typically ordinary income tax treatment) into capital gains.

What are I Bonds? Should I Buy Them?

What are I Bonds? Should I Buy Them?

by Wylie Wang | Oct 13, 2022 | All, Investment Products

I Bonds are inflation-protected bonds offered directly by the U.S. Treasury. Although they generally won’t return as much as stocks, they are great to maintain purchasing power.

Protecting your Digital Identity with a Password Manager

Protecting your Digital Identity with a Password Manager

by Wylie Wang | Sep 1, 2022 | All, Identity Protection

Password managers can significantly enhance your digital security by providing unique, brute-force-proof passwords while only having to remember a single password.

Kiplinger.com: A Quick Primer on Tax-Loss Harvesting

Kiplinger.com: A Quick Primer on Tax-Loss Harvesting

by Kevin Peacock | Jul 28, 2022 | All, Tax Planning

Tax-loss harvesting can be useful in an array of situations, but understanding when to best utilize this strategy is key. Tax-loss harvesting is the practice of selling an investment for a loss.

Kiplinger.com: A Do-It-Yourself Replacement for Indexed Annuities

Kiplinger.com: A Do-It-Yourself Replacement for Indexed Annuities

by Kevin Peacock | Jun 15, 2022 | All, Investment Products

The first component of this approach, comprising the majority of investment dollars, is the purchase of one or more certificates of deposit. There are banks offering CDs insured by the Federal Deposit Insurance Corporation with rates of more than 2% for a 10-year term.

Kiplinger.com: Like IRAs, HSAs Can be Valuable Retirement Savings Vehicles

Kiplinger.com: Like IRAs, HSAs Can be Valuable Retirement Savings Vehicles

by Kevin Peacock | May 13, 2022 | All, Retirement

Typically, health savings accounts (HSAs) are used as savings accounts for medical expenses, providing tax-deductible contributions and tax-free withdrawals.

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