by tracy.thrash | May 26, 2022 | Uncategorized
What will you look for as you approach your “golden” years? Sunshine and the beach at your feet, or colder climates with your favorite cross-country skiing course outside your door? An affordable condo on the golf course with room for a visit from your...
by tracy.thrash | May 26, 2022 | Uncategorized
What constitutes a gift to charity? A gift to charity is simply a gratuitous transfer of property to a charitable organization. The key is that your gift must be some kind of property–your time or personal services do not count. There are several different types...
by tracy.thrash | May 26, 2022 | Uncategorized
After dropping the benchmark federal funds rate to a rock-bottom range of 0%–0.25% early in the pandemic, the Federal Open Market Committee has begun raising the rate toward more typical historical levels in response to high inflation. At its March 2022 meeting, the...
by tracy.thrash | May 26, 2022 | Uncategorized
In tax lingo, your principal residence is the place where you legally reside. It’s typically the place where you spend most of your time, but several other factors are also relevant in determining your principal residence. Many of the tax benefits associated...
by tracy.thrash | May 25, 2022 | Uncategorized
REASONS TO OWN CORE BONDS? For us, the value proposition for core bonds (as defined by the bonds within the Bloomberg Aggregate Bond index) is that they tend to provide potential for liquidity, diversification (to potentially counter equity market risk), and positive...
