Author: Omnistar

2020 Taxes

On May 28, President Biden’s Major Tax Plan Proposal and Fiscal Year 2022 Budget was released to Congress where he proffered his vision for the “American Jobs Plan” and “American Families Plan” in much greater detail than his previous announcements. In conjunction with this Budget, the Treasury Department released the…

roth or traditional ira

It’s never too early to consider retirement planning, and for many of us who are still developing our careers, an IRA of some sort is a potent financial instrument in helping ensure a successful retirement. However, IRAs come in several forms and flavors and finding the right one may seem…

mortgage-payment

A home loan is the biggest financial liability most Americans ever assume, and paying off a mortgage is a long-term goal for many of us. The question then arises as to whether or not you should pay off your mortgage early. This is a fairly complex question, both due to…

Capital Gains

There are many popular myths and misconceptions around capital gains taxes. Most of these are centered on when the taxes in question apply and how they affect a given investment or asset, and as a result, a misunderstanding of capital gains taxes can be quite costly indeed. While capital gains…

SEC

We’re humbled by the trust our clients place in us and we do our best to honor that trust by treating them like family, getting to know their unique needs and goals, and working with them closely to get them to where they need to be. While we are guided…

annuities are bad

It’s naturally to look ahead for new opportunities, new investments, and new ventures. Despite a rocky 2020, the potential for future growth seems boundless for the savvy investor or financier. No matter your goals, now’s the time to plan the bold moves that will get you there. That having been…

finances after marriage

Most Americans–80% plus–get married at some point in their lives. And for those who do, it’s likely both a big decision and a huge shift in their way of living. Amidst the joy of a pending or established marriage, it’s important to remember that your new union has implications for…