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Charitable Giving: What to Do Before You Donate

Presented by Botto Financial    Making a charitable gift can be a fulfilling experience, but before you donate, it’s wise to do a little research. Taking the time to learn about a charity can help you determine whether the nonprofit organization is legitimate and...
The Ultimate Guide to Get Money into a Roth

The Ultimate Guide to Get Money into a Roth

We are hearing clients ask the question “How can I get more money in a Roth account?” Many worry that it is too late or that their income is too high to be able to contribute to a Roth IRA. So – is it too late? Have you missed the opportunity to get money into a Roth...
Market Update for the Month Ending April 30, 2021

Market Update for the Month Ending April 30, 2021

Presented by Wesley Botto   Markets Rally as Economic Recovery Accelerates April was a strong month for U.S. equity markets, with the three major indices setting all-time highs. The Dow Jones Industrial Average gained 2.78 percent, and the S&P 500 saw a 5.34...
The American Jobs Plan and Proposed Tax Policy

The American Jobs Plan and Proposed Tax Policy

Presented by Wesley Botto   On March 31, 2021, President Biden introduced the American Jobs Plan, a proposal designed to improve the country’s aging infrastructure. In total, the plan will invest more than $2 trillion over the next decade. The specific provisions of...