Jan. 22, 2021
Should You Pay Off Your Mortgage Before You Retire?
Are you thinking about retiring this year? If so, there are many things to consider. One common piece of advice…
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Jan. 15, 2021
What Economic Policy Changes Can We Expect From the Biden Administration?
With President-elect Biden set to take office shortly with a Democrat-controlled House and Senate, many are wonder about what tax…
Jan. 14, 2021
5 Things to Know About Revocable Trusts
Have you been wondering if you should set up a revocable trust? If you ask around, you may get different…
Jan. 8, 2021
How to Correct Excess IRA contributions and Avoid the Excise Tax
If you have an IRA, you’re probably aware that the IRS limits on how much you can contribute each year. But you…
Jan. 8, 2021
Could Congress Make the Roth IRA Taxable?
We talk a lot about the benefits of a Roth IRA. But when talking about risks, one variation of this question often comes up: could Congress…
Dec. 31, 2020
What is Hindsight Bias and How You Can Keep It From Impacting Your Investments
Hindsight is 20/20. Haven’t we all heard that before? From sports to legal trials and political elections, many of us…
Dec. 18, 2020
10 Tax Planning Ideas to Consider Before 2021
With tax rates currently at historic lows and almost certain to get higher in the near future, particularly on high earners…
Dec. 17, 2020
How to Find the Best Albuquerque Financial Advisor
Given the uncertainty in the financial world today, it's a good idea to think about hiring a financial advisor to…
Dec. 17, 2020
Three Ways to Maximize Your Charitable Donations Before Year End
If you’re still thinking about ways to save on taxes before December 31, you may be considering making a donation…
Dec. 10, 2020
Five Tips for Making a Retirement Income Drawdown Strategy
After decades of planning and putting money away, you may think it would be easy for most people to shift from…
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