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Financial planning tips and resources to help you reach your financial goals.

Inflation and Interest Rates Reach New Records

Inflation and Interest Rates Reach New Records

Aoifinn Devitt | Chief Investment Officer Chris Kamykowski CFA®, CFP® | Head of Investment Strategy & Research The second quarter was dominated by the Fed finally moving to interest rate “lift-off” and beyond, growing inflation fears and a lackluster market...

Tax Planning: What to Expect with a CARES Act RMD in 2020

Tax Planning: What to Expect with a CARES Act RMD in 2020

By Brighton Samet, Moneta Tax Planning Consultant Under guidance from the Internal Revenue Service (IRS), anyone who already took a required minimum distribution (RMD) in 2020 from certain retirement accounts had the opportunity to roll those funds back into a...

Where Does This GameStop Story Go Next?

Where Does This GameStop Story Go Next?

Last week we saw small investors flex their collective muscle, starting 2021 with its own set of unprecedented story lines. Last week’s moves in a select set of heavily shorted stocks caused a stir on Wall Street, got the attention of the Securities and Exchange...

Tax Season: Safe Document Destruction

Tax Season: Safe Document Destruction

Tax season is a great time of year to clean out your filing cabinet; you are sorting through files, digging up paperwork, and deciding what to save and what to toss. Here are some items to consider for disposal: Bank and Brokerage Statements (because 10 years of...

Tax Day for individuals pushed back to May 17

Tax Day for individuals pushed back to May 17

Individual taxpayers now have until May 17, 2021 to file their 2020 federal income tax returns and make payments without penalties and interest, regardless of the amount owed. The Treasury Department and Internal Revenue Service (IRS) announced the official deadline...