Walkner Condon Financial Advisors

APRIL 27, 2023

In this blog post, we will explore the taxation of stock options and provide an overview of how it works. When an employee is granted stock options, they are not immediately taxed on the value of those options. In addition to federal taxes, stock options may also be subject to state and local taxes.

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Sara Grillo

OCTOBER 21, 2022

In this blog, I interview paraplanning professionals to get their take on what the role is, what it pays, and what it potential is for someone who wants to get a job as a financial paraplanner, possibly as a stepping stone to other wealth management jobs. For those of you who are new to my blog/podcast, my name is Sara.

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The Motley Fool

SEPTEMBER 19, 2023

Allegations that Opera's browsers were infected with Chinese spyware even drove the company to counter those claims in a blog post earlier this year. Opera pays a generous dividend Opera didn't initially pay any dividends, but it paid out its first special dividend of $0.80 per American depositary share (ADS) this February.

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Sara Grillo

OCTOBER 31, 2022

In this blog, Scott Salaske of Firstmetric and I discuss the proper way to read a Form ADV so that you can get the information you need to make an informed choice and avoid working with a financial advisor who is a lying, deceptive grifter. Let’s get on to the blog. #1 We hope our blog on how to read Form ADV is helpful to you.

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Integrity Financial Planning

JUNE 16, 2022

Taxes could be one of your biggest expenses in retirement. But once you have an estimate for your tax burden in retirement, you can consider ways to minimize it. The first step towards creating a tax minimization strategy in retirement is looking at how your different sources of income will be taxed.

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Integrity Financial Planning

MAY 23, 2023

An estate plan is a legal document that outlines a person’s wishes for the distribution of their assets and property after their death. Here are the basic components of an estate plan: Will : A will is a legal document that outlines how you want your assets and property to be distributed after your death.

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Integrity Financial Planning

SEPTEMBER 11, 2023

Most retirees take the standard deduction on their taxes as opposed to choosing to itemize. [1] 1] But, as of the 2017 Tax Cuts and Jobs Act, the only way to benefit tax-wise from donations is to opt to itemize. [1] This may allow your children to itemize their taxes and reduce their tax bracket beyond the standard deduction. [1]

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Integrity Financial Planning

AUGUST 28, 2023

Making the Calculation One of the most important things to consider if you’re making the conversion to a Roth IRA is this: If you have a traditional 401(k), the money in the account is pre-tax, which means you will have to pay full income taxes on what leaves that account. [1] The post Should I Convert My 401(k) To A Roth IRA?

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Integrity Financial Planning

AUGUST 21, 2023

1] A 401(k) will allow you to set aside some of your assets into a tax-advantaged account that can have market exposure and the potential to grow over time. [2] 2] An employer’s contributions to these accounts are tax-deductible with certain limitations. [3] 4] This is a tax-advantaged account, much like a 401(k). [5]

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Walkner Condon Financial Advisors

MAY 1, 2023

ISOs and NQSOs differ in how they are treated from a tax perspective at exercise and upon the disposal (sale) of the stock. RSUs are taxed as compensation income upon vesting (with one exception of deferring the taxation using an 83(i) election , if eligible to do so). Reminder: RSU is taxed as compensation income at vesting.

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Ballast Advisors

SEPTEMBER 5, 2024

Navigating the complexities of estate planning can often feel like charting through uncharted waters, especially when it comes to handling assets, taxes, and ensuring one’s legacy is preserved according to their wishes. Inheritance Tax Planning Inheritance taxes, including estate and gift taxes, are pivotal in estate planning discussions.

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Walkner Condon Financial Advisors

APRIL 26, 2024

For more on high-yield savings accounts, check out this blog post from last year by my colleague Alicia Vande Ven. You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. This material is intended for educational purposes only.

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Walkner Condon Financial Advisors

FEBRUARY 21, 2023

You also may be able to make after-tax contributions into your 401k as well to get up to the limit. While they are not tax deductible, the gains in the account will be tax deferred. Check out our blog post HERE to learn more about IRA contribution limits. What do I do with my 401(k) if I change employers?

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Sara Grillo

DECEMBER 13, 2024

This is not an endorsement of anyone mentioned here, and situations could change and not be reflected here in this blog. I want to be clear that nothing in this podcast or blog can be interpreted as an investment recommendation of any type. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice.

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Integrity Financial Planning

AUGUST 28, 2022

A trust allows a trustee to hold legal title and property for a beneficiary and can have certain terms and conditions attached. If you don’t, these assets will likely be paid to your probate estate, possibly triggering income tax. Sign up for a time to talk with us about your estate planning and retirement needs.

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Integrity Financial Planning

NOVEMBER 28, 2022

The Roth IRA is a type of retirement account that you may withdraw from tax-free after a certain age and after holding it for a period of time. These IRAs can be useful when executing a retirement tax strategy. 2] But what if you don’t have a Roth and want to take advantage of its tax-free withdrawal benefits?

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Cobalt

JANUARY 22, 2025

While we dont have any solid policy to examine yet, the combination of potential foreign investment, tariffs, and changes to corporate tax structures could be a boon for alternatives, which would strengthen the returns for fund of funds, co-investments, and secondaries. This blog post is for informational purposes only.

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Integrity Financial Planning

NOVEMBER 15, 2022

However, if you attempt to carry that mindset over to retirement, maximizing your income will leave you paying more in taxes than you need to, slashing the lifespan of the savings you worked so hard to build. NO STATEMENTS MADE SHALL CONSTITUTE ANY FINANCIAL, TAX, LEGAL, OR ACCOUNTING ADVICE.

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Cobalt

MAY 20, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

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Ballast Advisors

NOVEMBER 27, 2023

Here are some things to consider as you weigh potential tax moves between now and the end of the year. Defer income to next year Consider opportunities to defer income to 2024, particularly if you think you may be in a lower tax bracket then. Doing so may enable you to postpone payment of tax on the income until next year.

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Cobalt

AUGUST 9, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

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The Motley Fool

AUGUST 7, 2024

Seth is famous for his blogs. He's blogged on the internet. Since before blogging was cool, I'm not even sure blogging is still cool. He continues to blog every single day. It was August, in fact, August 2020 blog from Seth Godin. From this August 18, 2020 blog, you can look it up online.

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Integrity Financial Planning

FEBRUARY 10, 2023

Forces such as inflation and taxes can have a massive impact on long-term wealth, and it can be very important to educate other generations in your family about these issues. [5] 6] Trusts are useful because they can provide tax advantages and financial protections for your money. [7]

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Cobalt

OCTOBER 11, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

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Cobalt

SEPTEMBER 17, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

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Cobalt

JUNE 24, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

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Integrity Financial Planning

JUNE 27, 2023

It can be a good idea to work with an estate planning professional to develop a solid plan that includes wills, trusts, and other legalities. This can help minimize taxes, avoid probate, and ensure the smooth transfer of assets to heirs and beneficiaries. [5]

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Walkner Condon Financial Advisors

JUNE 2, 2023

As Blair duQuesnay, CFA pointed out in a recent blog post: “The husband’s adviser often does not listen to their concerns, is condescending in his answers, and uses confusing jargon.” Even if the male advisor makes every attempt to involve the woman in the financial planning process, she may not want to engage for a variety of reasons.

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Cobalt

AUGUST 6, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. The dynamic between LPs and large companies when it comes to investment horizons and ESG policies will continue to play out and have large impacts on these investments moving forward.

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Cobalt

FEBRUARY 14, 2025

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. Alternatively, it could just be steadily increasing contributions with flat returns leading to a deepening contribution deficit.

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Cobalt

APRIL 19, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

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Sara Grillo

AUGUST 25, 2023

I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. Clients are given full access to our entire offering (investments, retirement, college, insurance, tax, estate, etc.) Specialties: estate planning, tax saving strategies, debt and credit management. pretty much everything, that goes into this.

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Cobalt

SEPTEMBER 14, 2023

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

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Cobalt

DECEMBER 6, 2022

If faith in tech big and small is restored and macro conditions improve, the drawdown could slowly reverse This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

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Cobalt

OCTOBER 14, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. If this leads to outsized returns a few quarters down the road for the strategy, we still expect the quarterly consistency to remain on credit’s performance.

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Sara Grillo

JUNE 7, 2024

Several of the wealth managers had specialists in-house such as: Chief Philanthropic Advisor, Head of Tax Planning, Family Legal Counselor, Trust Officer If you can’t hire these specialists, work out an arrangement with a close third-party with this expertise. Respond to the expectation for specialized, high touch services.

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Ballast Advisors

JUNE 18, 2024

Join us as we delve into the tax strategy, legal documentation, and insurance coverage considerations needed to successfully balance the ownership of multiple residences for snowbirds. Tax Considerations When it comes to tax considerations for snowbirds, there are several factors to keep in mind.

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