Financial Planning Services



The Robo v. Human Advisor Debate: Is it a Winner-Take-All Proposition?
 

The Robo v. Human Advisor Debate: Is it a Winner-Take-All Proposition?

Posted: May 29, 2019
Can a robo truly replace or replicate a dedicated, independently certified and/ or credentialed human advisor? While it’s true a robo advisor is void of emotion, it does require a participant to have complete and total faith in the algorithm-based program.

Social Security Retirement Benefits for Married Couples
 

Social Security Retirement Benefits for Married Couples

Posted: March 14, 2019
When should we begin collecting Social Security benefits? With diligent planning and prudent advice from a CPA — their trusted adviser — married individuals may position themselves to make an informed decision.

Two Ways the 199A Deduction Has Changed Retirement Planning
 

Two Ways the 199A Deduction Has Changed Retirement Planning

Posted: February 21, 2019
The Tax Cuts and Jobs Act has created the Sec. 199A deduction, which could affect retirement-planning strategies used by business owners. For example, those who have income that is too high to qualify for the full deduction might want to contribute to retirement accounts to lower taxable income.

Tax Changes Affecting Family Law
 

Tax Changes Affecting Family Law

Posted: January 28, 2019
The Tax Cuts and Jobs Act (TCJA) made far-reaching changes including those that are relevant to divorce. Here are some highlights of the TCJA’s tax modifications that affect family law.