Financial Planning

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 cheer may already be on the calendar. Yet it’s not too soon to start thinking about taxes. And… Read More »Tax Reform and Tax Planning

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 Although you cannot claim a tax deduction for them, their earnings are untaxed and there is no income tax due when withdrawn in retirement, providing some requirements are met. Whenever possible, we recommend some portion of savings be devoted to… Read More »Roth Savings Strategies for High Earners: Strategy #1 – the Back Door Roth IRA

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) is a member of the Financial Times family of news services covering the investment management industry, including sister… Read More »Kulig Financial Advisors Featured in Financial Advisors IQ