by Kyle Thompson, MBA Many people are familiar with IRAs, 401ks, and similar qualified accounts, which are tax advantaged in one of two ways: they either let you deduct your contributions from your income now (and will be taxed when you withdraw later), or they allow you to pay taxes on the contributions now, rather … Continue reading Why Everyone Should Have A Brokerage Account
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Money Moves To Make In 2023
By Kyle Thompson, MBA, CEPA Since the New Year is a time where many of us focus on personal growth and improvement in many areas of life, the first quarter of the year is the time when I get the most inquiries from prospective clients. The first half of this post focuses on the most … Continue reading Money Moves To Make In 2023
The Price of Pessimism
by Kyle Thompson, MBA, CEPA I had a meeting with a prospective client a while back that I can't stop thinking about. This story isn't just about money and investing, it's about how we approach life, and the real life costs of pessimism and negative thinking. This story is about Negative Nate. Negative Nate was … Continue reading The Price of Pessimism
Money Monday #5- Charitable Giving
In this fifth episode of Money Monday, I will be going over all the charitable planning issues you should be thinking about before the end of the year (see below), plus any questions submitted by attendees. If there is a question you would like me to answer, please email me at kylet@leetownadvisors.com. Registration Link- https://us02web.zoom.us/webinar/register/WN_QJSjVX2wQo2hYk_A9ofgJQ … Continue reading Money Monday #5- Charitable Giving
Money Monday #4- Year End Planning (Taxes and More)
In this fourth episode of Money Monday, I will be going over all the issues you should be thinking about before the end of the year (see below), plus any questions submitted by attendees. If there is a question you would like me to answer, please email me at kylet@leetownadvisors.com. Note- if you register AFTER … Continue reading Money Monday #4- Year End Planning (Taxes and More)
Money Monday #3- College Planning for Parents
Webinar Registration Link- https://us02web.zoom.us/webinar/register/WN_vaDYPfICTPePfT8sK9uhcQ Passcode- 123 In this third episode of Money Monday, I will be digging into the complexities of college planning and answering the questions you *should* be asking (see below), plus any questions submitted by attendees. If there is a question you would like me to answer, please email me at kylet@leetownadvisors.com. … Continue reading Money Monday #3- College Planning for Parents
Money Monday #2- Student Loan Planning
Webinar Registration Link- https://us02web.zoom.us/webinar/register/WN_w8hSEJwhTd6PIpQjVnBfRQ Passcode- 123 In this second episode of Money Monday, I will be digging into the complexities of student loans and answering the questions you *should* be asking (see below), plus any questions submitted by attendees. If there is a question you would like me to answer, please email me at kylet@leetownadvisors.com. … Continue reading Money Monday #2- Student Loan Planning
Money Monday- Office Hours #1
Webinar registration link- https://us02web.zoom.us/webinar/register/WN_ompnEZ66Qn6rybBRd5VCyQ Passcode- 123 Note- if you register AFTER the event, you will be sent a recording of the webinar! In this inaugural episode of Office Hours, I will be answering some of the most common questions I get (see below), plus any questions submitted by attendees. If there is a question you … Continue reading Money Monday- Office Hours #1
Is It Over Yet?
By Kyle Thompson, MBA With the world slowly beginning to reopen on the heels of the COVID-19 pandemic, this is surely the question on everyone’s mind. While the simple answer is a resounding “Hell no”, there is a bit more nuance based on the perspective you place on it. From an immunological perspective, I have … Continue reading Is It Over Yet?
Everything You Need to Know About the CARES Act
Written by Kyle Thompson, MBA There has been so much confusion and misinformation behind the coronavirus stimulus package (CARES Act) that I wanted to clear things up. What follows is the result of two weeks of research and is as accurate as I could possibly hope it to be. If you have any questions, please … Continue reading Everything You Need to Know About the CARES Act