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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…

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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…

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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…

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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…

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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…

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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…

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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…

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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…

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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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