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Author Archives: starklogic

Tax-Loss Harvesting

As we approach the end of the year, please be aware of something called “tax-loss harvesting.” An investment loss (in a non IRA account) can be used for 2 different things: 1. The loss can be used to offset investment gains. 2. The losses can offset up to $3,000 of income on a joint tax […]

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Florida Prepaid College Plan

What Is The Best Way To Save For College? – Part I of 2 Have you ever wondered about the best way to save for college for your child or grandchild? If so, keep reading. The most important advice I can provide is that no matter what you do, start saving as early as possible […]

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Small Companies Face Costly Cybersecurity Threats

Small Companies Face Costly Cybersecurity Threats

  Possibly because many large corporations have enhanced their security policies, 40% of all targeted Internet attacks are directed toward more vulnerable companies with fewer than 500 employees. Unfortunately, only 52% of small businesses have a basic cybersecurity plan.1 Small businesses often use the Internet to market their products and services, accept electronic payments, and […]

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Designating Retirement Plan Beneficiaries

Designating Retirement Plan Beneficiaries

  IRAs and defined-contribution plans have become an important component of personal wealth — averaging roughly 60% of the assets of U.S. households with $100,000 or more to invest, according to recent research.1 Designating account beneficiaries (in light of your overall estate conservation strategy) and keeping those designations up to date can be a complex […]

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