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Changes to 2023 Tax Rules Linked to Inflation

December 22, 2022 by Parkside Advisors

One of the few positives to come from recent inflation is the Internal Revenue Services’ inflation-adjusted changes to 2023 tax rules.  These changes span many areas, from income tax brackets to social security to retirement plan contribution limits.

Filed Under: Financial Planning, Retirement, Tax Planning

Five Financial Planning Considerations for College Students and Young Professionals

July 29, 2022 by Parkside Advisors

With children leaving for college and others having graduated and beginning careers, Parkside thought it an opportune time to share some financial planning tips for young adults.  Please feel free to share this with the young adults in your life. 

Filed Under: Financial Planning

Proactive Steps to Reduce Financial Risk During Periods of Market Volatility

July 11, 2022 by Parkside Advisors

Waiting out a market correction period can be tough. We recently provided our clients with some long-term portfolio data around market declines similar to the current one, and we offered several proactive steps they could take now to address their financial well-being. 

Filed Under: Financial Planning

Part 2: Time to Refi?

December 29, 2020 by Parkside Advisors

We want to briefly highlight that the average fixed rate on a 30-year mortgage has continued to reach new lows since at least 1971 according to the St. Louis Fed— recently 2.66%. 

Filed Under: Financial Planning

Time to Refi?

July 16, 2020 by Parkside Advisors

As of July 16th, the average fixed rate on a 30-year mortgage stood at 2.98%, the lowest level going back to at least 1971 according to Freddie Mac and the St. Louis Fed. If you have not refinanced your mortgage recently, we recommend you consider if it could be advantageous and what refinancing options might be available to you.

Filed Under: Financial Planning

CARES Act – Small Business Provisions

April 3, 2020 by Parkside Advisors

To help ease burdens associated with the Coronavirus (COVID-19) pandemic, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act. Read on to find a summary of major points of interest for small businesses, including the Paycheck Protection Program, forgivable loans, employee retention credits, and payroll tax deferrals.

Filed Under: Financial Planning

The SECURE Act Just Became Law — How Will It Impact You?

December 31, 2019 by Parkside Advisors

“Setting Every Community Up for Retirement Enhancement Act” The SECURE Act was signed into law on December 20, 2019.  Here is a summary of some of the major changes included in this new law that may affect Parkside Advisors clients.  We plan to incorporate these changes into our financial and tax planning discussions with clients based on their individual situations.  Should you have any more immediate questions or concerns, please don’t hesitate to contact the firm to schedule a call or meeting. Required Minimum Distributions (RMDs) from retirement accounts will start at age 72 now, rather than age 70½ IfRead More

Filed Under: Financial Planning, Retirement, Tax Planning

Making the Most of Equity Compensation, the Qualified Small Business Stock Exclusion and Economic Opportunity Zones

March 8, 2019 by Parkside Advisors

This month the Parkside blog comes in the form of a podcast. In this recent episode of Founders and Friends, Scott Orn of Kruze Consulting interviews Parkside’s Audrey Grubman and Christina Kramlich on relevant financial topics for startup employees, founders, and investors.  As many of our clients know, Audrey has worked with startup employees since establishing the firm in the mid-90s. The podcast reviews various forms of equity compensation and discusses the reasons to understand the details of one’s compensation very early on and make a plan.   There are also some common pitfalls that founders and startup execs should keepRead More

Filed Under: Financial Planning, Investment Management, Tax Planning

Buy, Lease or Loan?: Acquiring a New Vehicle

February 7, 2019 by Parkside Advisors

Many of our clients ask for suggestions about the best financial approach when acquiring a new car. Here's how we break it down for them.

Filed Under: Financial Planning

Reviewing Tax Returns: 7 Opportunities for Tax Reduction

November 29, 2018 by Parkside Advisors

When we sit down with new clients to review their recent federal and state tax returns, we often find opportunities for tax reduction.

Filed Under: Financial Planning, Tax Planning

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