
2022 Tax Guide for Gifting
As we start off the New Year, it’s never too early to start thinking about gifting strategies. Whether you plan on making gifts to charity or to loved ones, here are a few things to be thinking about.

As we start off the New Year, it’s never too early to start thinking about gifting strategies. Whether you plan on making gifts to charity or to loved ones, here are a few things to be thinking about.

Maxed out your 401(k) but phased out of making deductible IRA contributions… but still want to invest your excess money in a tax efficient method? Learn how with Vince Carson, CPA, Financial Planner using the backdoor Roth IRA.

As we start creating our to-do list for preparing for family gatherings, gift giving, and other festivities, we also think it’s important to create a financial check list before we ring in the New Year.

Today’s Street$marts is geared towards the self-employed: those individuals not earning a traditional paycheck from an employer in which a portion is automatically contributed to a 401k. You are your own boss! So the onus is really on you to get some sort of retirement plan rolling, and the landscape looks a bit different.

The housing market is crazy, but that doesn’t mean prudence should fly out the window.

When we consider the past 20 months, not only the people of the world, but also the markets, have displayed considerable fortitude.

So, interest rates are low. Why should you care, and what should you do about them? Street$marts is here to help.

Regardless of where you are in the financial life cycle, we can confidently say that you could benefit from a plan. Learn why from Billy Cooper, CFP®.

We’ve compiled a list of our top book recommendations for learning about the markets and gaining a nice foundation for understanding finance.

Last quarter we made thematic references to “Back to the Future,” thinking perhaps the world was peeking around the corner at a return to some type of normalcy. As we start the second half of 2021, if our time traveler last quarter was dropped from the future into the Eastern United States today, odds are this traveler might not have a clue a pandemic just ravished the world.