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Archive of Situation Analysis Articles
- Turning Stock Market Lemons into Lemonade with Tax-Loss Harvesting
Leverage Tax-Loss Harvesting in volatile markets for immediate tax savings and enhanced long-term returns.... more
- You Don’t Need to Be Wealthy to Take Advantage of These Charitable Giving Strategies
Strategic charitable methods like QCDs, DAFs, and stock donations aid philanthropy while optimizing tax benefits. Consult a tax advisor for guidance.... more
- Tax Planning: Making Strategic Moves as December Approaches
As December approaches, it’s crucial to consider strategic tax moves. Watch out for bracket creep and explore options to reduce your adjusted gross income.... more
- How Much Should I Have Saved for Retirement by Age 55
Are you on track to have saved enough by age 55 for retirement? One size does not fit all! Consider the following steps to determine how much you need to save for retirement.... more
- Investors Languish in Interest Rate Limbo as They Await Next Fed Moves
The market continues to churn over concerns of how much further the Fed plans to go to win the battle over inflation.... more
- The Problems with Robo-Investing
Some investors may find robo-advisors to be a good solution for their investment needs. Know the limitations and drawbacks if you have complex financial goals or personalized financial planning needs... more
- Inflation is Cooling but the Pain May Linger for A While
Even mild inflation can threaten Retirees purchasing power. Conservative planning assumptions can keep retirees safe and on track. Learn why inflation that is cooling can continue to linger for some time.... more
- What to Expect with Fed Rate Hikes
The Federal Reserve must contend with several potentially cataclysmic events as they try to control inflation through rate hikes.... more
- How to Pay Fewer Taxes on Retirement Account Withdrawals
How to pay less on your retirement taxes requires a strategy. Here are some ideas for working with your tax professional to create a strategy for you.... more
- Didn’t Prepare for Your Taxes Very Well Last Year? Here’s What to Do Now
Take the time and effort to prepare for filing your taxes. Cut down on the time involved in completing your taxes online. Here is annual tax preparation checklist to save time, effort, and money.... more
- How to File for Social Security Benefits
Learn your options for claiming your Social Security benefits. There are time-saving steps you can take before calling, clicking, or driving to claim your benefits.... more
- Biggest Changes to Social Security for 2023
The big jump in inflation has let to several changes to Social Security in 2023 impacting retirees and those planning for retirement.... more
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