A common question we encounter is: How much in taxes should I have withheld from my paycheck? This is a frequent thought once the prior year’s tax returns have been filed and individuals are looking ahead to the current year. Reviewing… Read More
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More on Taxes… What Happens to My Charities?
Many of you are BWFA tax clients, and our team of tax professionals assist you with filing your annual tax returns, doing quarterly analysis of the proper amount of estimated taxes where necessary, and a host of other tax analyses. The… Read More
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Growth vs. Value: What’s the Difference?
There are generally two schools of thought about how to choose stocks that may be worth investing in. Value investors generally buy stocks that appear to be bargains relative to the company’s intrinsic worth. Growth investors prefer companies that are… Read More
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Choosing a Beneficiary for Your IRA or 401(k)
Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets such as life insurance. With retirement benefits, you need to know the impact of income tax and estate tax laws in order to select the right beneficiaries. Although… Read More
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Inheritance: Strategies for Successfully Navigating Sudden Wealth
What would you do with an extra $10,000? Maybe you’d pay off some debt, get rid of some college loans, or take a much-needed vacation. What if you suddenly had an extra million or 10 million or more? We are… Read More
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Personal Residence Issues in Retirement
WHAT IS IT? As you grow older, housing issues become an integral part of your retirement plans. You may be living on a fixed income and want to get additional cash by borrowing against the equity in your home. You… Read More
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Planning for Succession of a Business: Can I Give It Away?
When you develop a succession plan for your business you have two basic choices: you can sell your business, or you can give it away. In the January 2019 Advisor, we focused on options for selling your business. There are… Read More
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How Does Everyone Feel About Taxes?
I’m assuming you all have answers I don’t want to hear. Last quarter, Amy Cudia (Tax Advisor) took the time to tell you about Federal tax credits and how they work. Let’s discuss even more ways to save you money…. Read More
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Past Performance is Not an Indication of Future Results
“While results vary from asset class to asset class and from time period to time period, experience suggests that for predicting future values, historical data appear to be quite useful with respect to standard deviations (risk), reasonably useful for correlations,… Read More
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Is There a Gender-gap in Investing?
There is a plethora of research suggesting that, at least at the individual level, women may be better investors than men. For example, a major financial institution looked at over 8 million client accounts and found that women outperformed men… Read More