By Greg Hart, CFP® This probably won’t come as a surprise, but Federal Reserve Chair Jerome Powell announced that we can expect high inflation to continue through 2022. (1) What may have seemed like a slight inconvenience at first is now becoming a much larger issue as people watch the value of …
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Don’t Leave the IRS a Tip: The Importance of Tax Planning and Reviewing Your Return
By Greg Hart, CFP® If you don’t like to spend your valuable time thinking about taxes, you’re not alone. Most people only deal with taxes when they are forced to during tax season but otherwise try to ignore them the rest of the year. But you might want to rethink that behavior because one of the …
Could a Donor-Advised Fund Save You Money on Taxes?
By Greg Hart, CFP® Giving to worthy organizations is a top priority for many people. The tax break that went along with their generous gesture was just an added bonus! Unfortunately, the 2017 Tax Cuts and Jobs Act, with its higher standard deduction, causes many people to lose out on the tax …
The Real Benefits of Diversification
By Greg Hart, CFP® If you’ve ever played roulette, you likely bet on several numbers rather than pinning all your hopes on one and letting it ride. There’s nothing more daring than betting on a single number to win. If you’ve got a decent chunk of money on the table, why risk it? We’re all …
Are You Ready for a New Year? 5 Financial Steps to Take Before You Say Hello to 2022
By Greg Hart, CFP® As we enter the final month of the year, in the midst of all the holiday hustle and bustle, the last thing you probably want to think about is taking care of your finances. But since finance-related resolutions consistently fall in the top five most popular New Year’s …