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Jacksonville Beach Financial Advisor Tax Planning News
America’s Most Hated (and least known) Tax
May 28, 2025
By Admin

“We love paying taxes”, said no one ever. “The price of living in a free society,” say many. However, some taxes are worse than others, and one largely ...

Jacksonville Beach Financial Advisor Tax Planning News
Return to Itemizing Tax Dedications?
May 21, 2025
By Admin

Tinkering with the U.S. Tax Code is seemingly a hobby for elected officials in Washington, D.C. In 2017, the newly minted Trump (45) Administration was determin ...

Jacksonville Beach Financial Advisor Tax Planning News
Qualified Charitable Distributions (QCDs) Made Easier
May 14, 2025
By Admin

Americans are very generous, every year giving away more than Half a Trillion Dollars (that is only individual giving, and does not include corporations, founda ...

Jacksonville Beach Financial Advisor Investment News
Too Good to Be True (Annuity Sales)
May 7, 2025
By Admin

Wishing and hoping won’t make it come true, whatever “it” may be. Compounding clichés, I’ll also stipulate that if something sounds too good to be true ...

Jacksonville Beach Financial Advisor Estate Planning News
Where There’s a Way, There’s a Will
April 30, 2025
By Admin

Estate Planning sounds like a fancy term for wealthy people making expensive plans. While the term does include making complex arrangements for wealth preservat ...

Jacksonville Beach Financial Advisor Tax Planning News
How Did You File Your Tax Return?
April 23, 2025
By Admin

With April 15th (Tax Filing Day) in the rear-view mirror, I can understand anyone who doesn’t care to even think about taxes for a while. However, the nascent ...

Jacksonville Beach Financial Advisor - Van Wie Financial
Lessons My Dog Taught Me
April 16, 2025
By Admin

December 6, 2024, started like every other day of the past 12 years or so, with our yellow lab, “Lil’ Bit,” (a true Southerner), watching me make coffee a ...

Jacksonville Beach Financial Advisor Tax Planning News
Tax Pre-Planning for 2026
April 9, 2025
By Admin

While it isn’t over until it’s over, we are now reasonably assured that our Personal Income Tax Rates will not increase at the end of 2025. Under the Tax Cu ...

Jacksonville Beach Financial Advisor Tax Planning News
April 15th, Come She Will
April 2, 2025
By Admin

With the rapid approach of Tax Filing Day (April 15, 2025, for Tax Year 2024), many Americans are hauling shoeboxes full of receipts to their kitchen tables, co ...

Jacksonville Beach Financial Advisor Economics News
Don’t Over-Pay for Medicare
March 26, 2025
By Admin

Inflationary pressures are diminishing, but in their wake lies an overall price level considerably higher than existed in our pre-COVID-19 environment. Rising p ...

Jacksonville Beach Financial Advisor Tax Planning News
When (and Where) a Tax Cut is NOT a Tax Cut
March 19, 2025
By Admin

Lacking either a bipartisan agreement or a Supermajority (60 or more in one political party), U.S. Senators are required to fabricate new and unusual ideas to j ...

Jacksonville Beach Financial Advisor Tax Planning News
The Roth Conversion Dilemma Escalates
March 12, 2025
By Admin

Roth IRA Conversion decisions have always been complicated and subjective, based on expectations for changes to the U.S. Tax Code, plus a variety of personal co ...

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