Checklist for Year-End Planning and YTD Market Recap
It’s been a tough year for many in 2020, but it’s not over yet. There is still time to take care of financial planning moves before year-end, which are covered […]
Financial Planning
SECURE Act Passes in Congress
2019 saw the passage of the SECURE (Setting Every Community Up for Retirement Enhancement) Act at the eleventh hour. We wrote late last year about some key provisions to the […]
The SECURE Act and its Potential Impact on Your Retirement Accounts
Despite all the other things Congress has to do, it has been busy working on the SECURE Act, which stands for Setting Every Community Up for Retirement Enhancement (please see […]
Kulig Financial Advisors Announces Planning Retainer Services, Raises Hourly Planning Rate
From our inception, Kulig Financial Advisors has believed that clients should have a clear picture of the costs they pay for advice. We believe in transparency in fees and communicate […]
Tax Reform and Tax Planning
I suspect that taxes are not high on anyone’s list right at the moment. I know it’s a busy time. Christmas shopping, holiday parties, tree trimming, family visits, and year-end […]
Roth Savings Strategies for High Earners: Strategy #1 – the Back Door Roth IRA
Roth IRAs and 401(k)s are wonderful savings vehicles. Although you cannot claim a tax deduction for them, their earnings are untaxed and there is no income tax due when withdrawn […]
Kulig Financial Advisors Featured in Financial Advisors IQ
We were pleased to recently be featured in Financial Advisors IQ, an on-line service provided by the Financial Times for advisors. For the article, please see https://financialadvisoriq.com/c/1221023/135053. Financial Advisor IQ (FA-IQ) […]