by Kevan Melchiorre, CFP® | Jan 24, 2024 | Insights
When it comes to executive compensation, there are various options and factors to consider. Every company is different in terms of what they may offer, but two common forms of equity compensation are stock options and restricted stock units (RSUs). Understanding the...
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by Kyle Wetters, CFP® | Jan 16, 2024 | Insights
Are you looking for innovative ways to make a difference while saving on taxes? If so, you’ll be interested in exploring the world of qualified charitable IRA distributions. By leveraging this powerful strategy, you can support causes you care about, lower your...
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by Kyle Wetters, CFP® | Jan 11, 2024 | Insights
Retiring comfortably with $500,000 – is it really possible? Many people dream of reaching this milestone and wonder if they can make the most of their savings to live a fulfilling retirement. In this article, we will explore the feasibility of retiring with...
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by Kyle Wetters, CFP® | Jan 3, 2024 | Insights
Are you looking for a way to make a lasting impact with your charitable donations while also maximizing your tax benefits? Look no further than donor advised funds. In this article, we will explore the case for donor advised funds and how they can help you achieve...
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by Kevan Melchiorre, CFP® | Dec 11, 2023 | Insights
Embarking on the journey to secure your financial future is akin to navigating uncharted waters. Asset allocation for retirement is an artform that involves a careful balance of risk and rewards, much like a skilled captain charting a course through varying currents...
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by Kevan Melchiorre, CFP® | Dec 10, 2023 | Featured In The News
Article originally appeared in Dental Economics, the world’s leading print and digital practice management journal for the dental profession. Click here to access to the full article. DEALING WITH A HIGH TAX BURDEN can be a common challenge and headache among...
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by Kyle Wetters, CFP® | Nov 30, 2023 | Insights
As you approach retirement, navigating the Social Security system to optimize your benefits becomes a crucial puzzle to solve. The decision of when to start claiming your Social Security benefits can significantly impact your retirement income, making it essential to...
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by Kyle Wetters, CFP® | Nov 28, 2023 | Insights
Are you approaching retirement and wondering how to make the most of your hard-earned money? Look no further. In this article, we will explore powerful strategies for maximizing tax efficiency in retirement, helping you keep more money in your pocket and enjoy the...
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by Kevan Melchiorre, CFP® | Nov 20, 2023 | Insights
Beginning at age 73, most retirement savers are required to take Required Minimum Distributions (RMDs) each year, regardless if they need or want the funds. These distributions are taxable at their ordinary income tax rate, which increases the individual’s total...
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by Kevan Melchiorre, CFP® | Nov 20, 2023 | Insights, Investment Commentary
Tenet’s Monthly Investment Insights: November 2023 As we delve into the intricate world of investments, our Monthly Investment Commentary provides you with a comprehensive overview of the current market trends, economic indicators, and potential opportunities. Our...
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by Kevan Melchiorre, CFP® | Nov 20, 2023 | Insights
With the complexities of managing a dental practice, dentists often find themselves juggling patient care, business operations, and financial planning. Associate dentists also face many of these same complexities, especially those that are fresh out of dental school...
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by Kevan Melchiorre, CFP® | Nov 12, 2023 | Insights
Are you a physician looking to optimize your financial success? Transitioning from medical school to a lucrative career can be challenging, but with the right guidance, you can thrive financially. In this article, we explore how financial advisors can help physicians...
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by Kevan Melchiorre, CFP® | Oct 10, 2023 | Insights
Planning for retirement is a top priority for most Americans, and finding the right strategies and solutions to secure a comfortable future is crucial. For both business owners and individuals, there are several different options to consider, including SIMPLE IRAs,...
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by Kyle Wetters, CFP® | Oct 3, 2023 | Insights
In the world of marriage, love and commitment are the pillars that hold a relationship together. However, when it comes to handling money matters, even the strongest unions can be tested. Financial stress is a common cause of tension and conflict between partners, and...
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by Kyle Wetters, CFP® | Sep 27, 2023 | Insights
Are you looking for a way to give back to your community while also reducing your taxable income? Look no further, because we have a guide to utilizing charitable giving for tax savings. Donating to charitable causes not only allows you to support the organizations...
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by Kevan Melchiorre, CFP® | Sep 26, 2023 | Insights, Investment Commentary
Major Index Returns – QTD & YTD 2023 Global equities ended August in the red as markets were unable to look past weaker-than-anticipated economic data in China, pulling global benchmarks lower for the month. The S&P 500 Index fell 1.6% in August; during the...
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by Kyle Wetters, CFP® | Sep 12, 2023 | Insights
In today’s fast-paced world, finding the balance in your investment portfolio can seem like a daunting task. With so many options to choose from, it’s easy to feel overwhelmed and unsure of where to start. That’s where this guide comes in. We...
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by Kyle Wetters, CFP® | Aug 29, 2023 | Insights
Are you looking to optimize your investment portfolio and maximize your returns? Look no further! In this article, we will explore five asset allocation strategies that can help you achieve your financial goals. Successful investors understand the importance of...
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by Kevan Melchiorre, CFP® | Aug 21, 2023 | Insights, Investment Commentary
Major Index Returns – QTD & YTD 2023 Strong second quarter U.S. GDP growth, moderating inflation trends and robust earnings reports continued to support equity market performance in July. Equity returns were positive across the spectrum in July as investors raised...
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