. Cable service seems to have lost its stranglehold on the American public and has become the new Kodak. So, is everyone jumping on the cord cutting and taking out their cable boxes? Is this now a world ruled by the Roku, Apple TV, or Fire stick? Or is it smoke and mirrors?
There was a lot of hoopla around the new USMCA trade deal announced this week. We believe the political capital is worth more than the deal however.
The Vault is one of the most user-friendly items The Nest has to offer. Clients find this very useful as far as keeping all their personal, business and Surevest related documents in one place. Yes, you can even upload your passport, driver’s license and social security card.
Today, I want to share another tax effective strategy for donating which is available for charitable individuals of all ages (not just over the age 70 ½), and that strategy involves gifting highly appreciated securities to charity instead of cash.
This week contained an anniversary that forever changed the course of history. On Tuesday we remembered the 17th anniversary of the terrorist attack on U.S. soil. In memory of those affected by the event, we dedicate this writing. Flashbulb memories are described as a recollection of an event so vividly that one can recall it…
In January the tax reform made a dramatic increase to the standard deduction, while also limiting some of the things you can itemize. So for those over age 70 ½ may feel the impact of their required minimum distributions (RMDs) a little more this year. If you are taking RMDs but don’t really want or need the money, a qualified charitable distribution (QCD) may be good way to distribute the minimum required amount out of the IRA, avoid the penalty, and satisfy your charitable intents.