AdvicePeriod, Author at AdvicePeriod

Taxes

Major Tax Changes Hang in the Balance

The 2017 Tax Cuts and Jobs Act (TCJA) was a major overhaul of the tax code, roughly doubling the estate-tax exemption, lowering income tax rates in most brackets, capping state…

AdvicePeriodFebruary 20, 2025

Monthly Market Commentary

February 2025 Market Commentary

Please find our most recent market review below. We hope these perspectives are valuable to you. - The AdvicePeriod Team Resilience Amid Technological Disruption and Policy Shifts Key Observations The…

AdvicePeriodFebruary 11, 2025

Investing

Tariffs: What You Need to Know

Tariffs have been in the news lately, sparking discussion and raising questions about potential impacts on the economy and investment portfolios. Here’s what you need to know. How Tariffs Work…

AdvicePeriodJanuary 21, 2025

Retirement Planning

Early Retirement: Should You Consider a Roth Conversion?

You may know that there are several good reasons to consider converting your traditional IRA to a Roth IRA from both a tax-planning and an estate-planning standpoint. But when is…

AdvicePeriodJanuary 21, 2025

Monthly Market Commentary

January 2025 Market Commentary

Please find our most recent market review below. We hope these perspectives are valuable to you. - The AdvicePeriod TeamKey Observations The S&P 500 index posted impressive gains of over…

AdvicePeriodJanuary 10, 2025

Retirement Planning

Consider a “Bucketing” Retirement Strategy

If you’ve saved enough for a secure retirement, congratulations! But accumulating sufficient assets is just part of the story when it comes to setting yourself up for a comfortable retirement.…

AdvicePeriodDecember 11, 2024

Wealth Planning

A Year-end Wealth Review Checklist

The final month of the year is synonymous with holidays, get-togethers and general busyness. But these last few weeks of 2024 are also a crucial window to make sure you’re…

AdvicePeriodDecember 11, 2024

Monthly Market Commentary

December 2024 Market Commentary

Please find our most recent market review below. We hope these perspectives are valuable to you. - The AdvicePeriod Team Positive Sentiment Drives Markets Higher Gains Fueled by Tech and…

AdvicePeriodDecember 9, 2024

Charitable Giving

Charitable Giving: Specialized Trusts Tailored to Your Goals

Trusts are powerful tools for estate planning, including charitable giving. They can deliver tax benefits, allow their creators control over asset distribution and even provide ongoing income. But while all…

AdvicePeriodNovember 18, 2024

Retirement Planning

Medicare Open Enrollment: What You Need to Know

Medicare’s open enrollment period is underway, allowing recipients to make changes for 2025. If you want to switch from original Medicare to Medicare Advantage, or vice versa, now is your…

AdvicePeriodNovember 18, 2024

Cookie	Duration	Description
cookielawinfo-checbox-analytics	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checbox-functional	11 months	The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checbox-others	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-necessary	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-performance	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy	11 months	The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.

AdvicePeriod

Major Tax Changes Hang in the Balance

February 2025 Market Commentary

Tariffs: What You Need to Know

Early Retirement: Should You Consider a Roth Conversion?

January 2025 Market Commentary

Consider a “Bucketing” Retirement Strategy

A Year-end Wealth Review Checklist

December 2024 Market Commentary

Charitable Giving: Specialized Trusts Tailored to Your Goals

Medicare Open Enrollment: What You Need to Know

AdvicePeriod

Resources

Legal