If done correctly, the donations you make to charities or non-profits can save you a significant amount in taxes each year. We’ve developed a list of some strategies to leverage your charitable contributions – these are all great strategies to consider and discuss with your IM真人厅 advisor: Donate appreciated securities If you donate a […]
One approach to preventing identity theft is to freeze your credit, the strongest defense against fraud—and under new federal law, you can do it free of charge. We get into the details on how doing so may be the best choice for you.
If you are like many Americans, you likely have an employer-sponsored retirement plan. This is the first article in a three-part series about understanding 401k, 403b, and Defined Benefit Plans. Retirement plans established under Section 401(k) of the Internal Revenue Code, commonly referred to as “401(k) plans,” have become one of the most popular types […]
If you are like us, you have dreamed about a second/vacation home. 和, with rates being historically low, not to mention the desire for a change of scenery while working from home, it is only a matter of time before we find ourselves looking at cabins, 牧场, or beach houses. However, before you decide on […]
Right now, interest rates are near historical lows. As such, you might be thinking of purchasing a home or refinancing the one you have. But with so many different mortgage loan types, which do you chose? 和, just like homes, mortgages come in many sizes and types. As Financial Advisors, below are some of the […]
In today’s corporate environment, 削减成本, restructuring, and downsizing are becoming the unfortunate norm, and some employers are able to offer their employees early retirement packages vs a potential reduction in force at a later date. But how do you know if the seemingly attractive offer you’ve received is a good one? By evaluating it […]
Approximately 68 million people today receive some form of Social Security benefits, including retirement, 残疾, 幸存者, and family benefits. (Source: Fast Facts & Figures About Social Security, 2019) Although most people receiving Social Security are retired, you and your family members may be eligible for benefits at any age, depending on your circumstances. 有了那个[…]
Since the onset of this pandemic, we have strived to be good community stewards and as such find ourselves at another inflection point as a business. The Austin metropolitan area continues to see large increases in hospitalizations due to COVID-19 and decreasing capacity for future patients. Earlier today, Austin Public Health announced a move to […]
Texans were thrown for a loop a few weeks ago when Winter Storm Uri blew through the state leaving many in dire situations. With power outages, frozen pipes, lack of clean water, it was a frightening time for many Texans. The storm may be over, but we still must pick up the pieces of the […]
The American Rescue Plan Act, a $1.9 trillion stimulus bill, was passed and signed into law by President Biden on March 11, 2021. Aimed at assisting with the economic shortcomings of the pandemic, this legislation covers a broad base of pandemic-related initiatives. At IM真人厅, we make it a priority to unpack recent legislation, and […]