Archive of Situation Analysis Articles
- You Don’t Need to Wait to Give it Away
Proposed changes to estate taxes may change the traditional ways of inheritance. Here are some ideas for having a greater control should this happen.... more
- You Can Still Override the 5-Year Rule on inherited 401k Accounts, But You Need to Act Now
The CARES Act extended the time period from 5 6 years to empty out an inherited retirement account. But time is running out. Learn what you need to do.... more
- What is Inflation?
Since the 1980’s few people have experienced high inflation. Because of this many people do not know what it is and how it can affect us. Here is a brief introduction to inflation.... more
- What Retirement Savers Can Expect from the Secure Act 2.0
When passed into law, the Secure Act 2.0 will significantly impact how we plan for retirement. Here is what you need to know about the Secure Act 2.0... more
- Will Biden’s Tax Hikes Sink the Stock Market? Not Likely
As promised, President Biden is proposing tax hikes pretty much across the board—on corporations, wealthy individuals, and capital gains.... more
- Why You Should Think Twice Before Refinancing Your Student Loan
they provide business owners with a rare opportunity to convert significant tax savings into capital investment in their business.... more
- Is Now the Time to Refinance Your Mortgage?
Refinancing a mortgage is a significant financial event with long-lasting consequences. Do your homework before rushing in. Here are some ideas for refinancing.... more
- Family Finances Goal Setting for 2021
Thinking through and setting realistic plans to achieve goals is challenging. Learn this process for setting realistic goals and creating a plan for achieving them.... more
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