What You Need To Know About 529 Plans
Is the 60/40 portfolio still a good investment strategy? In this article, financial advisor Brian Werner explains the 60/40 model & its benefits when implemented correctly.
Read moreAuthor: Thomas Bunting
Thomas Bunting is a Financial Advisor at Winthrop Partners. He has more than 50 years of experience in accounting, financial planning, and tax planning. Prior to joining Winthrop Partners, Tom held the roles of partner, managing partner, and senior partner with a mid-sized CPA firm that provided a full range of accounting, tax and financial planning services.
Tom is a member of the American Institute of Certified Public Accountants, the Personal Financial Planning and tax sections of the American Institute of Certified Accountants, and the Pennsylvania Institute of Certified Public Accountants. He was also a former member of the AICPA governing council and a past president of the PICPA. He earned his BS in Accounting from Temple University.
What is a Step-Up In Basis and How Can it Impact Your Inherited Assets?
Americans have become more anxious about saving for retirement. In this article, financial advisor Tom Saunders provides 3 ways to create retirement savings that will last.ghghg
Read more4 Tips to Make the Most Out of Your Social Security Benefits
Is the 60/40 portfolio still a good investment strategy? In this article, financial advisor Brian Werner explains the 60/40 model & its benefits when implemented correctly.
Read morePreparing Personal Finances for Inflation
The seismic events of 2020 and 2021 have brought inflation out of the woodwork and into mainstream for all Americans. Unease about rising prices has reached a magnitude reminiscent of
Read moreThe Keys To Tax Efficient Investing
Taxes play a significant role in determining how much of your investment income and gains you keep. The principal factors in determining the amount you earn on your investments are
Read moreWhat is Wealth Management and how does it compare to other financial services?
The financial advisory industry contains countless iterations of services, products, and professionals. The title of an advisor and how they define their services are important, but there is no consistent
Read moreHow Does Dollar-Cost Averaging Work?
When you’re in a traffic jam on the highway, you may find yourself trying to merge into whichever lane is moving fastest at the moment, only to find yourself falling
Read moreCOVID-19 Tax Credits For The Self-Employed
Recently enacted legislation provides tax credits for Sick Leave and Family Leave for certain self-employed individuals. The new law provides a tax credit for Sick Leave for eligible self-employed individuals
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