Financial Planning
Unconventional Financial Tips, Tricks, & Planning for People in Their 30s
September 18, 2018
Finances can get quite complicated for people in their thirties. It is often a time when people start their families or purchase…read more
IRS Ruling on Matching 401(K) Benefits to Student Loan Payments
September 7, 2018
In recent news, the IRS released information that indicates an effort to help fix the student loan crisis currently burdening people across…read more
Money Laundering Explained
August 24, 2018
An Overview of Money Laundering by Your CPA Team in Rochester, NY Money laundering quickly catches attention in headlines and breaking news….read more
Prepping Your Child for the Cost of College
August 24, 2018
Your Rochester Wealth Care Team’s Recommendations Before Sending Your Child to School It’s back to school time! Parents have a lot…read more
Two five-year tests for Roth IRAs
June 7, 2018
The pros and cons of Roth IRAs, which were introduced 20 years ago, are well understood. All money flowing into Roth IRAs…read more
Stretching for yield…carefully
May 25, 2018
Typically, bond funds with low yields have relatively low risk (see the CPA Client Bulletin, March 2018). That doesn’t mean that these…read more
The new tax law will change divorce tactics
May 18, 2018
When couples divorce, financial negotiations often involve alimony. The tax rules regarding alimony were dramatically changed by the Tax Cuts and Jobs…read more
Home equity hassle
May 4, 2018
A key component of the TCJA is the expansion of the standard deduction. The numbers for 2018 are $24,000 (married couples filing…read more
Are state and local taxes reasons for relocation?
April 27, 2018
As many people are all too aware, some states and localities impose higher income and property taxes than others. Residents of high…read more
Regard Roth conversions carefully
April 25, 2018
The article “Rethinking Retirement Contributions” explains why the new TCJA devalues putting money into traditional tax-deferred plans and favors Roth versions. Does…read more