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When Worlds Collide

Despite repeatedly denying he had any designs on his neighbor, Vladimir Putin launched an invasion of Ukraine late last month. Conditions on the ground are quite fluid, and we will not delve into military strategy. But what is happening to the Ukrainian people is a tragedy. As I… Read More »When Worlds Collide

Tax Update and a Checklist for Year-End Planning

Looking to year-end The holidays are always hectic, but consider carving out some time for year-end financial matters. A number of questions about proposed changes in the tax code have come my way. As the Build Back Better  Act winds its way through Congress, (https://www.schwab.com/resource-center/insights/content/congress-drops-most-individual-tax-increases-revised-economic-package) many early proposals… Read More »Tax Update and a Checklist for Year-End Planning

Kulig Financial Advisors Quoted on MoneyTalks News

We were pleased to be quoted along with colleagues at Garrett Investment Advisors on ways to catch up on retirement savings: https://www.msn.com/en-us/money/personalfinance/7-of-the-fastest-ways-to-catch-up-on-retirement-savings/ss-AAPYzAY.

Will Tax Law Changes Increase Your Taxes? Plus Market Update Through September

Will you be paying more in taxes next year? Let’s ask the question in another way. Since politicians have taken aim at high earners: Are taxes going to rise for the wealthiest taxpayers? Clients usually ask, “How will this affect me?” Or, “Will I be ensnared by Congress’… Read More »Will Tax Law Changes Increase Your Taxes? Plus Market Update Through September

Kulig Financial Featured in DPL Financial Podcast

We were pleased to be featured in a podcast with DPL Financial, one of our insurance partners, on using commission-free annuities in your financial plan. For a listen, please head to https://url.emailprotection.link/?bVdmsXuVWd4IXmQYveVehYZ8dsW2VWQT5Gi7g87IBNDoereonznfmRfDuuZN6kgbsoQoOreat4Z4OyREkKvS8RMY4cuA0ojPZCTtRUP2XGTnBhqRd6tWqtJrxNPHShMXz. If you have an annuity that needs a review for fit with your financial plan, or… Read More »Kulig Financial Featured in DPL Financial Podcast

8 Ideas That Help Manage a Financial Windfall and Market Review

Managing a Financial Windfall Have you ever dreamed of winning the lottery or inheriting a large sum of money? Most people have. Yet, riches that fall into our hands can sometimes quickly slip through our fingers. [[https://www.marketwatch.com/story/one-in-three-americans-who-get-an-inheritance-blow-it-2015-09-03 One study]] found that one third of the people who received… Read More »8 Ideas That Help Manage a Financial Windfall and Market Review