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[Video] Charitable Contribution Grouping

financial advisor deer park financial design studio charitable contribution draft

STEPHEN SMALENBERGER, EA® There is a lot that goes into tax planning. With the recent changes in the tax law and environments, charitable contribution is one area that has seen a lot of change. With the standard deduction doubling year over year, the benefit of charitable deductions has decreased. Charitable Contribution Decline So we are…

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[Video] Income Affects Medicare

financial advisor deer park financial design studio medicare part b explained draft

MICHELLE SMALENBERGER, CFP® As you near age 65 it’s very common you may be thinking about retiring. And something that comes with that is your health insurance because it was provided, usually by your employer. And now you are thinking, “How am I going to pay for health, health costs, and health insurance?” This is…

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What A Difference A Year Makes

financial advisor deer park financial design studio financial year draft

What A Difference A Year Makes! Investing is always a challenge. But investors have endured two radically different investment environments the last two financial years. These almost-comical headlines from CNBC – by the same author, no less – perfectly capture the 2018 and 2019 investment financial years.         Here’s what’s interesting. In…

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