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Our Insights2020-07-14T13:28:58+00:00

Creative Projects to Capture Memories and Get Organized

Many of us have been self-isolating now for nearly two months. Some of us are feeling the desire to maximize this time to devote to projects that will yield long-term benefits. What can you do to take advantage of this time?  Are there some projects that are both easy and productive?Here are a few projects that may be interesting to you. We’ve come up with few ideas to help you share information, memories and stories with those you love for future generations, as well as get organized for the unforeseen.

COVID-19, Good to Know|

Qualified Charitable Distributions and the SECURE Act

What are Qualified Charitable Distributions? Distributions from IRAs are generally taxable at ordinary income rates. As a result, certain taxpayers are often faced with larger-than-expected tax bills once their Required Minimum Distributions (RMDs) kick in, leaving them with little control over their taxable income and marginal tax brackets

Good to Know|

Oil: Where Can I Get My Free Gas?

These are certainly unprecedented times: a global pandemic, skyrocketing unemployment here at home, and recently…negative oil prices? Just saying the words “negative oil prices” defies logic. So, what’s going on with oil? For the first time in history, West Texas Intermediate (WTI) oil prices dropped below $0/barrel on April 20th, 2020. In fact, the oil price crashed that afternoon to nearly minus $40/barrel.

Good to Know|
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