News and Commentary

IRS Continues to Target Taxes on Cryptocurrency By Todd A. Moll, CFP®, CFA

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Posted on July 21, 2021 by Todd Moll

Investors who can stomach the wild swings of cryptocurrency’s rapid fluctuations should be forewarned: the IRS is fortifying its efforts to regulate crypto assets and enforce investor’s tax reporting and payment obligations. How investors proceed is critical. In 2014, the IRS released initial guidance on cryptocurrency, defining it as property subject to federal taxes on […]

Department of Labor Issues First-Ever Cyberthreat Guidance for Retirement Plan Fiduciaries By Sean Deviney, CFP®

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Posted on July 06, 2021 by Sean Deviney

The Department of Labor’s Employee Benefits Security Administration (EBSA) recently released cybersecurity guidance to help retirement plan sponsors (employers and business owners), record keepers and other plan fiduciaries mitigate the growing risks of cyber threats, including fraud and identity theft. According to the EBSA, employer-sponsored retirement plans regulated by the Employee Retirement Income Security Act […]

Charitable Giving Can Yield Greater Tax Benefits in 2020, 2021 by Lee F. Hediger

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Posted on June 30, 2021 by Lee Hediger

The CARES Act and other stimulus packages enacted in 2020 and 2021 have encouraged individuals and businesses to maintain or increase their charitable giving even when they may be facing their own struggles in the wake of the COVID-19 pandemic. For Individuals Effective for 2020 and 2021, individuals who itemize deductions on their federal income […]

Relatable Finance Podcast Episode 78 – Cryptocurrency Growth

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Posted on June 08, 2021 by Shane Phillips

In this episode the relatable finance guys explain crypto storage and safety and why it can be helpful in a portfolio.     Source: https://www.barrons.com/articles/bitcoin-could-be-worth-146-000-heres-how-51609865770   The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of […]

Relatable Finance Podcast 76 – All Things Cryptocurrency

Posted on May 11, 2021

In this episode the relatable finance guys breakdown everything crypto.     Prior to making an investment decision, please consult with your financial advisor about your individual situation. The prominent underlying risk of using bitcoin as a medium of exchange is that it is not authorized or regulated by any central bank. Bitcoin issuers are […]

Four Steps to Take Charge of Your Finances Now By Olga Ismail

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Posted on May 06, 2021 by Olga Ismail

In our busy lives, it is not uncommon to put off for tomorrow the things we do not have time for today. This is especially true for those things that make us uncomfortable or that require a significant commitment of time and effort to squeeze into our already hectic schedules. However, by sweeping these issues […]

UPDATED Women Must Take Responsibility, Plan Early for Financial Independence in Retirement by Olga Ismail, AIF

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Posted on April 28, 2021 by Olga Ismail

Women spend a significant portion of their lives putting their families first, tending to the needs of husbands, children and aging parents often before themselves. The problem is that as these women approach retirement age, they are finding themselves without the benefit of ample savings to carry them through their golden years. According to the […]

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