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 […]
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 […]
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 […]
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 […]
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 […]
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 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 Although you cannot claim a tax deduction for them, their earnings are untaxed and there is no income tax due when withdrawn […]
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) […]