Join Jennifer and Mike in this enlightening discussion as they dismantle five prevalent myths about investing. From the misconception that investing is only for the wealthy to the belief that high risk always leads to …
Read MoreBeing thankful is often the aspect of Thanksgiving that receives the most focus. While being thankful daily is important, we also want to talk about giving. Americans are generally generous people. Sixty to seventy percent …
Read MoreWe are often asked about “the market,” and people are always referring to either the Dow Jones Industrial Average or the S&P 500 when they ask that question. But there are other stock markets and …
Read MoreSaving for College with the Virginia529 Tuition Track Portfolio Jennifer Luzzatto, CFA, CFP®, AIF® My daughter is a senior in high school this year, so college is a big topic (and a source of …
Read MoreWhen Is The Best Time To File for Social Security Benefits? The answer to this question is what I refer to as “My CPA’s Answer.” He always tells me, “It depends” when I ask him …
Read MoreJennifer and Mike explore how careful tax planning during retirement can save you money. Learn about the benefits of Roth conversions and taking capital gains during low-income years, and how to avoid costly Medicare premiums. …
Read MoreNavigating Taxes During Retirement: How Careful Tax Planning Can Save You Money Jennifer Luzzatto, CFA, CFP® There can be several tax planning opportunities during retirement, especially in years when you are not required to …
Read MoreWhen it comes to your finances, organizing papers and documents can be a daunting task. There are plenty of financial organization tips you’ve probably already heard to help you get started, but Jennifer and Mike …
Read MoreSECURE Act 2.0, passed by Congress and signed into law by President Biden in December 2022, may have an impact on your retirement savings and income strategy. Jennifer and Mike sit down to explore the …
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