James S. Falcone
Understanding Equity Selection in Financial Planning
Financial planning is an essential aspect of managing your finances. It involves taking a comprehensive look at your current situation...
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Steven J. Rosenthal, CPA, CFP, JD
- 2 min
Tax Diversification: Minimize Your Liability And Ensure The Longevity Of Your Retirement Savings
Tax diversification is an essential element of retirement planning that should be considered along with investment diversification. It is...
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Steven J. Rosenthal, CPA, CFP, JD
- 2 min
Washington State Capital Gains Tax
The State of Washington has enacted a 7% Capital Gains Tax due to be paid on or before April 18, 2023. Several exemptions apply, and...
193
Jonathan V. Bever
- 9 min
Outlook 2023: Valuation Pendulum
Our Prediction On The S&P 500 for 2023 "If something cannot go on forever, it will stop," Herbert Stein. It has been so long since we...
535
James S. Falcone
- 5 min
10 Ways Retirement Planning as a Service Can Elevate Your Life after 50
The essence of retirement planning has not changed over the years, but with lifestyle changes and increased life expectancy, retirement...
59
Steven J. Rosenthal, CPA, CFP, JD
- 2 min
The 3 key things you need to know about: SECURE Act 2.0 RMD.
On December 19, 2022, a retirement bill known as SECURE Act 2.0 was signed into law. It was part of the Consolidated Appropriations Act...
68
Steven J. Rosenthal, CPA, CFP, JD
- 2 min
Tax Loss Harvesting in 2022
Tax loss harvesting is in the spotlight due to securities market declines in 2022. Consequently, many investors have unrecognized tax...
10
Jonathan V. Bever
- 5 min
Why the Fed Pivot is Metaphorically Immediate and Not a Process
One Page: One Piece of the puzzle #3. Federal Fund Rates “The term federal funds rate refers to the target interest rate set by the...
286
Steven J. Rosenthal, CPA, CFP, JD
- 2 min
Tax Returns and Retirement Financial Planning
Tax returns are essential for developing a retirement plan, especially at or near retirement years. A tax return can provide clues to...
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Steven J. Rosenthal, CPA, CFP, JD
- 2 min
Roth IRA Conversion Tax Considerations
The strategy of making regular Roth IRA conversions should be considered by persons with pre-tax retirement assets. When a Roth...
23
Steven J. Rosenthal, CPA, CFP, JD
- 2 min
Capital Gains Income Exclusions on the Sale of a Principal Residence
Many persons approaching retirement own real estate that has appreciated significantly over time. If the real estate is used as a...
45
James S. Falcone
- 3 min
This fall, a final decision is due on your retirement plan–“Go / No Go”& Lumpsum vs. Monthly Pension
Executive Brief: An essential financial decision that needs to be taken by you before Nov 30, 2022, may affect your post-retirement...
165
Jonathan V. Bever
- 4 min
Inflationary Gap Getting the Genie Back in the Economic Bottle: Resetting GDP
Our topic will be the economic term "the inflationary gap." First, we will attempt to unpack this quote from Investopedia: An...
263
Fulcrum Wealth Advisors
- 5 min
Ways to Increase Your Savings with Efficient Retirement Planning
Efficient retirement planning strategies are vital for preserving your capital and ensuring you generate adequate savings. In fact, your...
52
Steven J. Rosenthal, CPA, CFP, JD
- 3 min
The Tax Implications of Investing in Foreign Securities
U.S. investors may increase the diversity of their portfolios by investing in foreign securities but should be aware that these investments
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Jonathan V. Bever
- 3 min
One-page: One-Piece of the Puzzle
While today’s headline CPI number is painfully high at 9.1%*. We want to point out this is a lagging indicator.
241
Steven J. Rosenthal, CPA, CFP, JD
- 2 min
Washington Estate Tax Planning
Learn how the Washington estate tax can affect families seeking to pass assets to their heirs.
107
Jonathan V. Bever
- 9 min
A Return of the Bull 3: The Fed Has Very Little Room to Raise Rates
The inflation which looks crippling will roll over; when it does, it will be fast and furious. This blog covers Fulcrum's current thesis.
381
Steven J. Rosenthal, CPA, CFP, JD
- 2 min
Cryptocurrency Tax Reporting Issues
Cryptocurrency tax reporting has created confusion for some taxpayers eager to invest in this asset class. Here's what you need to know.
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Steven J. Rosenthal, CPA, CFP, JD
- 2 min
The Case for Roth IRA Conversions in a Volatile Market
Roth IRA accounts are desirable retirement savings vehicles for many retirees. If you haven't yet made the conversion, now may be the time.
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