Estate Planning Checklist

Estate Planning Checklist

Estate Planning Checklist What comes to your mind when thinking about estate planning? You might imagine spending a lot of time in an attorney’s office, huddled over piles of paperwork and immersed in legalese. But the truth is that estate planning doesn’t...
Secure Act 2.0 Tax Law Changes You Should Know About

Secure Act 2.0 Tax Law Changes You Should Know About

Secure Act 2.0 Tax Law Changes You Should Know About Congress passed the SECURE 2.0 Act as part of a year-end spending bill. This retirement plan legislation is an expanded version of the SECURE Act of 2019, which aims to improve savings account retirement laws. The...
Things you should know about early retirement.

Things you should know about early retirement.

Traditionally, most people’s paths to retirement looked the same. Most people went to college, entered the labor force in their early twenties, and worked for 40 to 50 years to build their careers. People typically retire when they are in their mid-60s to early...
Understanding Bitcoin Halving

Understanding Bitcoin Halving

The amount of bitcoin awarded to miners is halved every four years until all 21 million bitcoin have effectively been mined (probably around the year 2140). Bitcoin is a limited, inflation-resistant resource thanks partly to the halving mechanism. While national...
Understanding Charitable Donations

Understanding Charitable Donations

A charitable donation is a gift of money or property made to a nonprofit organization in exchange for nothing of value from the donor. Individuals and businesses in the United States can deduct charitable contributions on their federal tax returns. Charitable giving...
What Is Hedging?

What Is Hedging?

Hedging is a sophisticated risk management strategy that entails buying or selling an investment to potentially reduce the risk of losing an existing position. Hedging is not a common trading strategy among individual investors, and when it is used, it is usually...
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