David J. Palmer, CFP®, Managing Director
Newsletters
-
The IRS Wants More Info About Your Gig Income
If you earn money through a payment app or online marketplace, you may be affected by a new tax reporting requirement.
-
HOT TOPIC: High Foreign Investment in the U.S. – Will It Last?
The United States received almost one-third of all global foreign investment from 2021 to 2023. This article looks at how different types of foreign investment may impact the U.S. economy.
-
Saving for College: 529 Plan vs. Roth IRA
529 plans and Roth IRAs can both be used to save for college. This article compares the features of these two saving options.
-
Phased Retirement Can Help Smooth the Transition
The article explains why a phased retirement program can be a positive experience for employees, employers, and customers.
Calculators
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.