Straight Talk Financial Blog
Preparing for the Tax Cuts and Jobs Act Sunset at the End of 2025
While we haven’t yet said goodbye to 2023, it’s not too early to begin thinking about any tax changes that may be on...
Donor-Advised Funds (DAF) Pros and Cons
Being able to give more to the causes you care about is a great financial motivator. Thankfully, this doesn’t just...
Charitable Giving Strategy: Qualified Charitable Distribution (QCD) – 2022
For many, making an impact is a major financial goal. There are causes they believe in, and they want to give as much...
Guaranteed Retirement Income Annuity: Guaranteed Income for Life
You have worked hard and invested and saved diligently for years. However, that does not change the fact that you are...
Your Guide To Health Savings Accounts In 2023
Health Savings Accounts (HSAs) are a powerful, tax-efficient way to save and pay for medical expenses. And in a...
Retirement Income Planning: How To Avoid Outliving Your Retirement Savings
Retirement income planning is the most important process in securing the longevity of your golden years. Without the...
Are you Working with a Fiduciary Advisor?
Today, I’d like to address an important subject … but first, I have a confession to make. Recently, I had a...
What Is A Simple IRA, And Is Right For Your Retirement?
Picking the right retirement vehicle can feel overwhelming. Especially as a business owner, with employees counting on...
What Is A SEP-IRA? And Is It The Right For Your Small Business?
Business owners have a variety of ways to save for their own retirement, and that of their employees. One option is to...