Insights
News
3 Roth Conversion Traps To Avoid After The SECURE Act
Most people want to plan for a good life and a good retirement, so why not plan for a good end of life, too? Let’s look at four ways you can refine your estate plan, protect your assets and create a level of control and certainty for your loved ones.
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Blog
How to Use a Trust as a Financial Planning Tool
Clients frequently ask whether they should leave their assets in a trust. It depends. Of course, if your net worth exceeds $11 million, putting your assets in specific types of trusts can be helpful for federal estate tax issues. However, for most Americans, federal estate taxes will not be a major concern.
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Market Commentary
Weekly Market Commentary – January 27, 2020
In a week in which impeachment news produced the top headlines, markets reacted more to news about a virus in central China. A coronavirus apparently coming from an open-air food market in Wuhan raised concerns the Chinese would reduce spending just as the Chinese New Year vacation is starting.
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Blog
Abaris Financial Group’s Charitable Board: Who We Support and Why?
By Abbey L. Henderson, CFP®, RLP®, CPCC® Here at Abaris Financial Group, supporting our local community is one of our core values. We find that it draws our team closer together as it gets us talking about things that are important to us. We discover each other’s core values and what we want to do to make a difference, whether it’s volunteering our time or our money. That’s why our staff, friends and clients come together a couple of times a year to be part of the AFG Charitable Fund. We donate a total of $10,000 each year to local...read the full article
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Market Commentary
Weekly Market Commentary – January 21, 2020
Optimism from continued progress on trade pushed the S&P 500 to new highs last week. The U.S. and China signed a “phase one” deal that included an agreement by the U.S. to reduce tariffs in exchange for promises of increased purchases of U.S. goods by China and adjusted rules to allow U.S. corporations to better compete in China.
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Infographics
10 Tax Planning Tips Your CPA Might Have Missed
There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed. View the Infographic
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Free Guides
10 Tax Tips
CPAs and the online programs you might use come tax time specialize in preparing your taxes — not tax planning. Think bigger than year to year. Tax planning takes into account the larger picture of your investments, assets, estate strategy and other parts of life to protect your finances over decades.
Our resource “10 Tax Planning Tips Your CPA Might Have Missed” breaks down this complex discussion into concrete, actionable items that can help you think strategically about taxes.
Market Commentary
Weekly Market Commentary – January 13, 2020
The U.S. employment report missed expectations, but it reinforced our view that the U.S. labor market remains strong. As shown in the accompanying chart, 145,000 new jobs were created, missing expectations of 160,000. Wages have risen 2.9% over the last year, falling below 3% for the first time since late 2018.
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Free Guides
Year-end Tax Checklist
The tax process is notoriously complex – there are plenty of details you could miss and plenty of cracks for money to fall through. What are the changes to your tax profile since the Tax Cuts and Jobs Act? Are you protecting your assets for the present and your estate for the future? Will you take the standard deduction or will you itemize?
Our tax checklist can help you prepare for these questions. Taxes are part of life. Let’s take as much stress out of the process that we can.
Market Commentary
Weekly Market Commentary – January 6, 2020
The new year and decade started off where the last one finished as major stock market indexes opened the year by reaching new highs. The good spirits, supported by continued progress toward a Phase One trade deal with China, boosted markets.
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