Keyword: Patricia Kummer
5 results total, viewing 1 - 5

Let’s take a look at the ‘wall of worry’

The first quarter is not off to a good start for many investors. It feels like we hit the perfect storm of coronavirus (CoV), political campaigns and the general aging of the business cycle all at … more

Holidays are over — it’s tax season

Time flies. The holidays are a brief memory, winter is more than half over and we’re looking forward to spring. With spring comes the deadline for filing your tax return. So, don’t let time slip … more

How will the new SECURE Act affect you?

As you start the new year, you may have an opportunity to boost your retirement savings thanks to sweeping changes in the SECURE Act bill that was passed and signed into law in December 2019. This … more

Charitable giving — despite fewer tax benefits

Getting ready for the holidays is only part of the fun this time of year. Don’t forget you only have a few weeks left for year-end tax planning as well. I know, what a Scrooge to even mention that. … more

Roth conversion is worth considering as tax year wanes

The most successful investors understand early on to not worry about the things you cannot change and to focus on the things you can. Even though there are only about 10 weeks left in 2019, there may … more
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