Retirement Income: A Closer Look
Earned income stops for everyone at some point, and people then need to navigate the transition from saving for retirement to how to spend from their investment portfolio.
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Parsec Financial Posts
What Is Direct Indexing?
You may have heard about direct indexing, as it has become a popular topic in financial circles over the last couple of years.
Get Ready for Tax Season
It feels as though we just finished this tax season with the next one already upon us. No time to waste so let’s forge ahead!
Six Tax Implications of the 2020 COVID Relief Bill
The Consolidated Appropriations Act, 2021 includes COVID-related relief in the form of the COVID-related Tax Relief Act of 2020 (COVIDTRA) and the Taxpayer Certainty and Disaster Tax Relief Act...
Mindful Investing
Articles about the benefits of meditation are everywhere these days, and for good reason. 2020 was an unusually stressful year, and people are looking for non-addictive, healthy ways to...
Two Charitable Options to Give More Strategically in the New Year
Even though 2020 has been a challenge for everyone in very personal and different ways, I believe that one commonality we all share is that it has reminded us...
A CPA’s Year-End Wish List: My 4 Requests of You
Normally, we do not make these requests until we are in the throes of tax season but let’s take a proactive look at steps you can take now.
Your Financial Year-End To-Do List
It’s the end of the year and your to-do list is a mile long. The last thing on your mind is your finances. Still, they deserve a good look...
Happy Donating!
As we approach the end of the year and the holiday season, we seem to be bombarded with opportunities for charitable giving. Happily, many of us answer this call...
History of Education Debt
Student loan debt reached $1.6 trillion in June of 2020. This is close to 10% of the U.S. gross domestic product. How did we get here, and what options...
Good Debt, Bad Debt
Benjamin Franklin has a famous quote: “… nothing can be said to be certain, except death and taxes.” A more modernized quote would probably include the mention of debt!...
Time to Refinance Your Home?
One silver lining amid recent events is that market interest rates have declined, resulting in lower mortgage rates. Mortgage rates are sensitive to the 10- year Treasury note, which...
