Vacation Home Tax Treatment
March 2, 2023  | By David Lowe

If you plan to own a vacation home, you probably already can envision your dream site. It could be a cozy mountain chalet, a relaxed beach house within earshot of the surf or a luxurious apartment overlooking the New York…Read More

2023 Increases for Social Security Income, Retirement Plans, HSAs & IRAs
November 30, 2022  | By David Lowe

There are some bright spots amid inflation news. Social Security benefits are set to increase, and workers will be able to contribute more to their retirement accounts in 2023 than in 2022. The following details are important considerations for open…Read More

HSAs: The Triple Tax Advantaged Investment Account
July 26, 2022  | By Manisha Gupta

Although the Health Savings Account (HSA) was created as part of the Medicare Modernization Act in 2003, we field questions almost daily from clients who don’t understand what an HSA account is or how to efficiently use it. During open…Read More

Planning to Use 529 Funds? Read This.
September 14, 2021  | By Manisha Gupta

By Manisha Gupta, AWM Financial Planning Lead & Candidate for CFP® certification Investing in a 529 plan can be an effective and easy way to save for college, but when it comes time to spend those funds, there are some important nuances…Read More

10 Basic Tax To-Dos for the Rest of 2014
September 3, 2014  | By Kevin Smith

Here are 10 things to consider as you weigh potential tax moves between now and the end of the year. 1. Make time to plan Effective planning requires that you have a good understanding of your current tax situation, as…Read More

Start Planning Now to Better Manage Your 2014 Taxes
April 29, 2014  | By Kevin Smith

Now that tax season is over and the damage is done, what can you do for 2014 to better manage your taxes? Here are some ideas that may apply to you, in no specific order. We recommend that you consult…Read More