Last Minute News From Our Workshop


An elf’s work is never done!

Like the elves in Santa’s workshop, we’ve been working hard to make sure everyone is ready for the 2016 year-end and well-positioned for the 2017 New Year.

Here’s what that means:

Taking your full Required Minimum Distribution (RMD) for the year from your IRA and other retirement accounts, so you can meet IRS requirements.

Reviewing capital gains and losses and structuring offsetting transactions to help you minimize the amount of taxes due.

Completing charitable gifts, by transferring appreciated stock, cash, and qualified IRA funds, to help you support your favorite cause all while reducing your taxes.

Supporting family wealth transfer goals by making gifts to other family members and funding college 529 plans for the younger generation.

Strategically opening or funding new retirement plans through your work or business to cut taxes and reinforce your personal savings reserves.

And one last task to complete …..

Wishing you a Wonderful New Year, with Much Happiness, Peace, Prosperity and Joy for 2017!


About Mari Adam

Mari Adam, Certified Financial Planner™ has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!

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