What is Happening with Inflation?

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What is Happening with Inflation? Written By: Nick Ziarek, CFP®, CFA Inflation is everywhere you look: airfares, dining out, groceries (both in the form of price and shrinking packaging), and…

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Tip of the Month | I-Bonds

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I-Bonds: An Appealing Alternative to Excess Cash Reserves Written By: Nick Ziarek, CFP®, CFA A lot of attention has been given of late to the old Series I-bonds offered by…

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Tip of the Month | April 2022

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Estimated Tax Payments Written By: Nick Ziarek, CFA, CFP® Generally, anyone who anticipates they will owe more than $1,000 when they file their return should make quarterly estimated tax payments.…

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Tip of the Month | February 2022

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Qualified Charitable Distributions (QCDs) Written By: Nick Ziarek, CFP®, CFA QCD Reminder: If you wrote a check directly to a charity from your IRA in 2021, you will need to report…

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