Think taxes are going up? It’s time to stop investing everything in your traditional 401(k) or IRA! By Kelly Olson Pedersen, CFP®, CDFA Bite the tax bullet now to avoid […] READ MORE >
Tips for Charitable Giving with the 2018 Tax Bill There have been big changes in how people are now giving to charities. The tax bill that was passed in December […] READ MORE >
Secure Act Summary By Kelly Olson Pedersen, CFP® The Secure Act — which stands for “Setting Every Community Up for Retirement Enhancement” — enacts many new provisions intended to strengthen […] READ MORE >
A Guide to Deducting your Home Equity Line of Credit Do you have a line of credit on your house or vacation house and wondering if you can deduct the […] READ MORE >
Understanding Capital Gains Distributions What are Capital Gains Distributions? Investment management can be difficult, but here is the long and short of mutual fund investment strategies. As a mutual fund […] READ MORE >