Financial Planning During Down Markets
March 24, 2020
During periods of market volatility, it is very normal to pay close attention to your portfolio while putting other aspects of your financial life on hold. However, there are many important planning items that should not be overlooked during these times. Here are a few planning ideas that can be implemented during market downturns that […]
5 Tax-Saving Moves For Your 2019 Tax Return
March 10, 2020
Now that tax time is here, you’re probably starting to load everything into your tax preparation software or send documents to your CPA. There are many tax documents mailed to you or available online, but what about some of the items that are tougher to keep track of? Here are 5 helpful reminders for items […]
Year-End Tax Planning – Strategies to Save
October 8, 2019
The Tax Cuts and Jobs Act of 2017 (TCJA) put into place new tax legislation for Americans, officially taking effect for the 2018 tax year. The full effect of the changes was not felt by most individuals and families until they filed their returns in April of this year. If proactively planned for, below are […]
InvestmentNews awards BDF 2019 Best Places to Work for Financial Advisers
April 10, 2019
Balasa Dinverno Foltz LLC has been recognized as a 2019 Best Places to Work for Financial Advisers as announced by InvestmentNews April 1, 2019. BDF was chosen as one of this year’s top-75 based on employer and employee surveys delving into everything from company culture, benefits, career paths and more. InvestmentNews partnered with Best Companies Group, an independent research […]
5 Important Things to Know for Your 2018 Taxes
March 5, 2019
With tax time finally here, you’re probably starting to load everything into your tax preparation software or send documents to your CPA. Below are a few items that may be tougher to keep track of during the year but are certainly important pieces of information to pass along to your tax preparer. 529 Contributions/Distributions – […]
New Year, New Tax Law for Divorcing Individuals
February 19, 2019
As we get settled into 2019, we’re faced with fresh changes to the tax code, brought about by the Tax Cuts and Jobs Act (TCJA) of 2017. One of the biggest changes that became effective as of January 1 is how alimony is treated in divorces finalized in 2019 and beyond. Before January 1, 2019, […]
The Gift that Keeps Giving – Year-End Charitable Gifting
December 4, 2018
Hard working, well compensated, and generous are words we use to describe our insurance producer clients. These characteristics all lead to year-end tax planning opportunities around charitable giving. We recently completed year-end tax planning for an insurance producer (we will call him Mike) who works for a publicly traded agency. Mike and his wife Mary […]
Strategic Philanthropy
November 8, 2018
Philanthropy begins at home nurturing family values that foster a generous next generation. Strategic Philanthropy helps you plan proactively and efficiently where your dollars are going.
Outlasting Your Life – Defining Your Legacy
May 29, 2018
If you stop for a minute and think about the future – what will outlast your life? How will your legacy be defined? The last few posts I have discussed issues (love and loss) that are much more focused on the current than the future. Legacy is a concept, for many, that is not often […]
Working Wealthy – Unlucky or Unprepared?
February 27, 2018
This January that peculiar little light lit up on my dashboard and, sure enough, my driver’s side rear tire was flat. Fortunately, when this happened I was only blocks away from a gas station. I was in luck! The gas station had an air pump (and it was working), but that’s where the good news […]