by James Osborn, CPWA®, EA & Karen Ogden, CFP® | Jan 24, 2025 | Financial Planning, Health Savings Account (HSA), High Net Worth, Insight, IRA/Roth IRA, Retirement Accounts, Student Loans, Taxes
Navigating Tax Season: HighlightingTax Deductions Search for: Tax season is here and doing taxes can be overwhelming. However, by understanding a few key concepts and utilizing available strategies, you may be able to plan ahead to minimize your tax burden for 2025....
by James Osborn, CPWA®, EA & Karen Ogden, CFP® | Dec 30, 2024 | 401(k), 403(b), Benefits, Employer Sponsored Accounts, Financial Planning, Health Savings Account (HSA), High Net Worth, Insight, IRA/Roth IRA, Retirement Accounts, Taxes
Planning for The New Year – Financial Updates for 2025 and a Fraud Alert Reminder Search for: As we ring in the New Year, it’s time to think about how you can make strategic money moves that are effective in enhancing your personal finances as well as protecting...
by James Osborn, CPWA®, EA & Karen Ogden, CFP® | Sep 17, 2024 | Financial Planning, Gift Tax Exclusion, High Net Worth, Insight, Insurance, Taxes
Irrevocable Life Insurance Trusts: An Estate Planning Tool Search for: Irrevocable Life Insurance Trusts (ILITs) are powerful tools for estate planning. There are two key features that make up an ILIT: a Life Insurance Policy and an irrevocable trust. By combining...
by James Osborn, CPWA®, EA & Karen Ogden, CFP® | Aug 20, 2024 | Financial Planning, Insight, Investments, IRA/Roth IRA, Retirement Accounts, Taxes
The Presidential Election and the Stock Market Search for: Presidential elections stir up a lot of excitement and anxiety when it comes to the stock market. Many investors often wonder how the outcome of the election will affect their portfolios. This can lead to...
by James Osborn, CPWA®, EA & Karen Ogden, CFP® | Jun 24, 2024 | 401(k), 403(b), Employer Sponsored Accounts, Financial Planning, High Net Worth, Insight, Investments, IRA/Roth IRA, Retirement Accounts, Taxes
The Mega Backdoor Roth – Tax Free Growth Tax Free Retirement Search for: The Roth IRA, allowing individuals to save after-tax dollars and then grow those investments completely tax-free with no requirement to take distributions, were a welcome addition to the...
by James Osborn, CPWA®, EA & Karen Ogden, CFP® | May 21, 2024 | Financial Planning, High Net Worth, Insight, Investments
I Bonds – Time to Revisit That Investment? Search for: I Bonds where all the rage not too long ago. I Bonds are a type of U.S. savings bond that offer investment safety with a feature designed to protect against inflation. When inflation was heating up in...
