Author: Mark Starosciak, CFP®
Author
The Song Remains the Same
The Song Remains the Same If you were tempted to undo your market seatbelt as we entered 2024, that has turned out to be a bad idea. The wild ride has continued... Read more.
Market Update | Year Ahead 2024 – Twin Peaks
One of the most perplexing aspects of the markets is their ability to make you feel – how shall we say this – less than smart. Just when you think t... Read more.
Ensuring Your Trust Holds up to IRS Scrutiny
As the IRS intensifies its efforts to audit wealthy taxpayers, a significant focus is being placed on trusts, particularly those with complex structures that of... Read more.
Medicare 2024: Steep Hikes in Prescription Premiums Coming
The rising cost of prescription drugs in the United States has become a significant concern, particularly for seniors. Compared to other high-income nations, Am... Read more.
Equity Investments Research Thematic Sleeve December 2023
INTRODUCTION When we think about portfolio construction, specifically equities, we segment our equity allocation into three ‘buckets.’ First, general market... Read more.
Underpayment Penalty Doubles for Estimated Tax Payments
The Internal Revenue Service (IRS) has recently implemented a significant change that could have a substantial impact on taxpayers. Starting October 1, 2023, th... Read more.
Fall 2023: Uncharted Territory
Leave the Past Behind One of the most tempting mental undertakings to find yourself doing during times of great market uncertainty is to look back at history fo... Read more.
Understanding Changes in Medicare for 2024 – Telehealth & Cost
In 2024, Medicare is set to undergo significant changes that will have a profound impact on America’s seniors. From tax hikes for high earners to expanded... Read more.
Here are the New Rules Required Minimum Distributions from Retirement Accounts
RMD Rules are Changing Recent changes in legislation have brought about new rules and complexities when it comes to withdrawals in retirement accounts. Over the... Read more.
Stock Options & Your Employment Contract
Stock options have been a standard part of upper-level employee contracts for many decades. In the history of businesses, an “interest” in the compa... Read more.