March 24, 2023
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
The estate and gift tax exemption limit is currently at a historic high. Read more about some strategies and considerations for a tax-efficient wealth transfer and how they can play a role in your financial plan.
March 17, 2023
"Luck is believing you're lucky." –Tennessee Williams / Wishing you the best of luck on St. Patrick's Day from 1776 Capital Management Group!
March 14, 2023
5 Common Investment Tax Filing Errors
As you file for your 2022 taxes, keep in mind the more common tax filing errors highlighted in this article, along with things you can do to avoid them.
March 11, 2023
A reminder from 1776 Capital Management Group to "spring forward" and adjust your clocks tonight!
February 20, 2023
“Nobody cares how much you know, until they know how much you care.” ―Theodore Roosevelt #HappyPresidentsDay from 1776 Capital Management Group
February 01, 2023
What You Need to Know about the Secure Act 2.0
Outlined here are highlights of the new SECURE Act 2.0 that may impact you—both now and in the years to come.
January 16, 2023
"Life's most persistent and urgent question is, 'What are you doing for others?'" - Dr. Martin Luther King, Jr.
January 12, 2023
New Secure 2.0 Law Makes 529 Plans Far More Attractive
Janney’s Senior Tax and Estate Planner spoke with Barron’s about how the Secure 2.0 Act could make it easier to preserve the tax-advantaged status of unused funds in 529 plans. Learn more.
January 03, 2023
Outlook 2023
Outlook 2023 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the coming year.
December 31, 2022
"The best thing about the future is that it comes one day at a time." - Abraham Lincoln #HappyNewYear from 1776 Capital Management Group!
December 22, 2022
“Today was good. Today was fun. Tomorrow is another one.” Dr. Seuss
December 2022
Happy December. While this is one of my favorite times of the year, by all statistical measures, 2022 has been wretched for the global stock and bond markets. As I write this note the S&P 500 is down about 18% year-to-date, and that is after strong months in October and November. Of course, we are still hoping for the proverbial “Santa Claus Rally,” but unless we witness a truly historic event, we can expect a down year. The 1776 Capital Management Group mantra is to focus on what can be controlled. There are actionable steps to be taken before year-end. These include planning techniques such as tax-loss harvesting, charitable contributions, potential Roth IRA conversions, maxing out retirement plans, evaluating life changes, and updating your financial plan. We stand ready to help and, in many cases, will be reaching out to you with actionable ideas. There are opportunities for savers as short-term interest rates have risen to attractive levels that did not exist at this time last year. We are optimistic for 2023 in many ways. Finally, we are grateful for your trust and loyalty and wish you and your families the happiest of holiday seasons.
Sincerely,
Dan
December 08, 2022
Make Long-Term Care a Part of Your Financial Plan
It is important that long-term care be addressed as part of your financial plan so you’re prepared for what life may bring.
December 08, 2022
9 Considerations for 2022 Year End Tax Planning
In addition to the continued challenges brought on by inflation and rising prices, 2022 also saw new tax laws as well as proposed additional anticipated changes in 2023. This article examines what you should be aware of as you begin to prepare for 2022 year-end tax planning.
