Kyle Whittington, CFP®

President Biden has outlined his plan for taxes in 2023 including tax increases for corporations and wealthy families.

Working with a financial advisor can help couples create an estate plan and help widow(er)s deal with new financial burdens.

Find out how geopolitical risk can impact investment performance and what actions investors can take to mitigate the negative effects.

Inflation and rising rates can impact the performance of your portfolio, but careful planning can help mitigate these risks.

Bonds are debt instruments that pay investors a steady stream of income in return for their cash up front. But income is only one of the benefits that bonds can add to a portfolio. In today’s economic environment, many investors are concerned with how monetary policy will affect their bond positions. That’s because inflation typically… Read more »

Inflation is an important concern for any retirement plan because it can erode purchasing power and impact investment returns.

The backdoor method allows high earners to contribute to a Roth IRA, but the Pro Rata rule can present a challenge.

State taxes provide important services but can be a burden for those citizens paying them. Find out which states have the lowest taxes.

State taxes provide important services but can be a burden for those paying them. Find out which states have the lowest taxes.