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Maurice La Verdure: Mar 13, 2023 9:44:42 AM
Have you bought stock in a company that later dropped in value? While you may prefer to forget such an ill-fated investment, at least you can claim a...
2 min read
Maurice La Verdure: Nov 17, 2022 11:30:04 AM
Many people have savings bonds that were purchased many years ago. Perhaps they were given to your children as gifts or maybe you bought them...
2 min read
Maurice La Verdure: Jan 12, 2022 3:39:02 PM
The “stretch” IRA generally no longer exists. But if you have a substantial balance in a traditional IRA, a properly designed charitable remainder...
1 min read
Scott Henvey: Oct 1, 2021 11:00:00 AM
Estate planning and investment risk management go hand in hand. After all, an estate plan is effective only if you have some wealth to transfer to...
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Scott Henvey: Jun 17, 2021 4:00:00 PM
If you’re a parent with a college-bound child, you may be concerned about being able to fund future tuition and other higher education costs. You...
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L&H CPAs: Jan 16, 2020 12:54:37 AM
1 min read
As we approach the end of 2018, it’s a good idea to review the mutual fund holdings in your taxable accounts and take steps to avoid potential tax...
