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December 1, 2021
Retirement Planning
Ara Abrahamian, CRPC®
How to Reduce RMD Taxes with a Qualified ...

A qualified charitable distribution (QCD) can help reduce your RMD tax burden and keep you in a lower tax bracket.

Joshua Stromberg, CFP®
May 31, 2023
Estate Planning

Digital Estate Planning: Ensuring Your Legacy Lives On

Joshua Stromberg, CFP®
May 31, 2023
Estate Planning

It’s a good idea to include your digital assets in your estate plan. Here’s how.

Tagged: Digital Estate Planning, Digital Assets, Online Banking, Social Media, Email, Cryptocurrency

Ara Abrahamian, CRPC®
May 24, 2023
Market Commentary

Market Commentary: Debt Ceiling Showdown

Ara Abrahamian, CRPC®
May 24, 2023
Market Commentary

We look at what history can tell us about the impact of the debt ceiling showdown.

Tagged: Debt Ceiling, Congress, Treasury Department, Shutdown, Default, Volatility

Ara Abrahamian, CRPC®
May 15, 2023
Retirement Planning

RMDs: New Rules and “Bigger” Problems

Ara Abrahamian, CRPC®
May 15, 2023
Retirement Planning

The SECURE Act and SECURE Act 2.0 made changes to required minimum distributions that can affect retirement, estate, and tax planning.

Tagged: RMD, Required Minimum Distribution, SECURE Act, SECURE Act 2.0, Estate, Inheritance, Taxes

Ara Abrahamian, CRPC®
May 1, 2023
Market Commentary

Market Commentary: 60/40—Rising Again?

Ara Abrahamian, CRPC®
May 1, 2023
Market Commentary

While returns do not make up for the drop experienced last year, they are an encouraging sign.

Tagged: 60/40 Portfolio, S&P 500, U.S. Aggregate Bond Index, Recession

Ara Abrahamian, CRPC®
March 29, 2023
Market Commentary

Market Commentary: International Equities—Reversion to the Mean?

Ara Abrahamian, CRPC®
March 29, 2023
Market Commentary

If the Fed continues to take a softer stance, foreign markets could continue their recent outperformance.

Tagged: Federal Reserve, Interest Rates, Foreign Markets, U.S. Markets

Joshua Stromberg, CFP®
March 13, 2023
Financial Planning

How to Protect Elderly Parents from Scams

Joshua Stromberg, CFP®
March 13, 2023
Financial Planning

Here are tips to help protect your aging parents from scams, from educating your parents about scams to getting your family involved.

Tagged: Elderly Parents, Aging Parents, Adult Children, Scams, Fraud

Ara Abrahamian, CRPC®
February 27, 2023
Market Commentary

Market Commentary: The Tale of The Tape

Ara Abrahamian, CRPC®
February 27, 2023
Market Commentary

There are two types of inflation to focus on: overall and core. This article explores the difference and why it matters.

Tagged: Headline Inflation, Core Inflation, Federal Reserve, Interest Rates

Ara Abrahamian, CRPC®
February 13, 2023
Financial Planning

Affordable Care Act Extended: What It Means for You

Ara Abrahamian, CRPC®
February 13, 2023
Financial Planning

There have been important ACA changes and considerations that individuals need to be aware of.

Tagged: ACA, Affordable Care Act, Affordable Care Extended, Open Enrollment, Health Care, Insurance Marketplace

Ara Abrahamian, CRPC®
January 30, 2023
Financial Planning

Best Ways to Earn Interest on Your Cash

Ara Abrahamian, CRPC®
January 30, 2023
Financial Planning

Here are some of the best options to earn more interest on your cash.

Tagged: High-Yield Savings, Credit Union, CD, Certificate of Deposit, CD Ladder, T-Bills, Treasuries

Ara Abrahamian, CRPC®
January 30, 2023
Market Commentary

Market Commentary: The January Barometer

Ara Abrahamian, CRPC®
January 30, 2023
Market Commentary

January 2023 may be the best January in history for several equity and bond asset classes. What does this mean for the rest of 2023? We take a look.

Tagged: January Barometer, S&P 500

Karly Holland, CFP®, CTS™
January 17, 2023
Financial Planning

2023 Energy Tax Credits: Maximize Savings on Energy-Efficient Upgrades

Karly Holland, CFP®, CTS™
January 17, 2023
Financial Planning

Here are tax credits and rebates you can take for buying electric vehicles or making energy-efficient improvements to your home.

Tagged: Residential Clean Energy Credit, Energy-Efficient Home Improvement Credit, Energy Tax Credits, Electric Vehicle

Ara Abrahamian, CRPC®
January 3, 2023
Market Commentary

Market Commentary: Better Times Ahead? A 2023 Outlook

Ara Abrahamian, CRPC®
January 3, 2023
Market Commentary

2022 went down as the most volatile year in history. What does this mean for 2023? We take a look.

Tagged: Volatility, S&P 500, 2022, 2023, Recession, Market Performance

Joshua Stromberg, CFP®
December 14, 2022
Estate Planning

Estate Planning Strategies for Your Aging Parents

Joshua Stromberg, CFP®
December 14, 2022
Estate Planning

We encourage you to start the conversation with your parents about estate planning now to ensure the proper documents are in place.

Tagged: Aging Parents, Will, Trust, Beneficiary

Ara Abrahamian, CRPC®
November 30, 2022
Market Commentary

Market Commentary: Slow and Steady Wins the Race … AGAIN?

Ara Abrahamian, CRPC®
November 30, 2022
Market Commentary

This year has taught investors many lessons, but the biggest one should be the importance of risk management.

Tagged: Inflation, Market Volatility, Tech Stocks, Bonds, Speculation, Cryptocurrency

Karly Holland, CFP®, CTS™
November 14, 2022
Financial Planning

Gift Tax Limit: How to Gift More Than $16,000 in a Year

Karly Holland, CFP®, CTS™
November 14, 2022
Financial Planning

You can give money to your loved ones without paying gift tax. This article covers how.

Tagged: Gift Tax, Gift Tax Exclusion, Lifetime Exclusion Amount

Ara Abrahamian, CRPC®
October 26, 2022
Market Commentary

Market Commentary: Bear Market Rally or Bottom?

Ara Abrahamian, CRPC®
October 26, 2022
Market Commentary

We consider whether markets have hit bottom or experienced another bear market rally.

Tagged: Bear Market, Market Rally, Market Bottom, S&P 500, Inflation, Interest Rates, Federal Reserve

Ara Abrahamian, CRPC®
October 24, 2022
Investment Management

The TSP’s New Mutual Fund Window: What You Need to Know

Ara Abrahamian, CRPC®
October 24, 2022
Investment Management

Thrift Savings Plan participants now have more investment options with the mutual fund window. Here is what you need to know about fees and other features.

Tagged: TSP, Thrift Savings Plan, Mutual Fund Window, IRA

Ara Abrahamian, CRPC®
October 17, 2022
Financial Planning

Should You Make a Bigger Down Payment in This High Mortgage Rate Environment?

Ara Abrahamian, CRPC®
October 17, 2022
Financial Planning

With interest rates climbing, mortgages are getting more expensive. A larger down payment could keep payments manageable—but is it right for you?

Tagged: First-Time Homebuyer, Mortgage, Interest Rate, Down Payment

Ara Abrahamian, CRPC®
September 26, 2022
Market Commentary

Market Commentary: No End in Sight?

Ara Abrahamian, CRPC®
September 26, 2022
Market Commentary

With the CPI rising more than expected and the Federal Reserve raising interest rates, we look at what this means for market volatility.

Tagged: Inflation, CPI, Interest Rates, Federal Reserve, Volatility

Karly Holland, CFP®, CTS™
September 14, 2022
Tax Planning

Taxable Events That Require You to Make Quarterly Tax Payments

Karly Holland, CFP®, CTS™
September 14, 2022
Tax Planning

Paying taxes is something no one likes doing, but it is a necessity in life, and there are certain people and certain situations where making quarterly tax payments is a must.

Tagged: S&P 500, Quarterly Tax Payments, Tax Penalties

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