V Financial Partners

03/08/2023

New retirement legislation pushes the age that retirees must start taking RMDs from IRAs, 401(k)s, and 403(b) plans to 73 this year, up from 72. Here’s how this may affect your retirement savings.

The age that retirees must start taking required minimum distributions, or RMDs, from IRAs, 401(k)s, and 403(b) plans, is 73 this year.

02/22/2023

Do you know that inheriting assets can be more tax-efficient for loved ones than receiving gifts? Familiarize yourself.http://www.eaglestrategies.com/public_files/Planning-Essentials-A-Step-Up-in-Basis-and-Why-it-Matters-in-Estate-Planning-Eagle-Final1.pdf

10/16/2020

Tyson Vines’ family experienced two very different stories over the course of his childhood – one ended in auction, the other in action. Watch Tyson’s story to see how his father changed their family legacy from one of loss to one of love. https://bit.ly/2CMU621

07/16/2020

It’s getting easier to amend your tax return - learn when and what to expect this year.

Starting this summer, there will be a better way to file an amended tax return.

07/13/2020

Tax extensions this year were helpful yet confusing. These three points should clear things up a bit.

With this year's tax changes, there are a few key things to consider.

05/27/2020

Applications are now open for the . If you are an eligible family member of a healthcare worker, verify eligibility to apply for support during the COVID-19 crisis. Learn more here.
https://www.braveofheartfund.com/?cmpid=smca_Bd_BOH_NA_1377493_NA_NA_NA_gen_NA_gen_IP_NA_NA

09/25/2019

Nice Article Here. Some Caveats here to save some time: if you pay more than $10k in property taxes and mortgage interest, if you think the stock market might only return 5% for the next year or two, and if you have more cash than necessary in your savings account this is a good read. The new tax laws, make the discussion worthwhile. Call or email me to talk about it.

It’s hard to borrow yourself rich—especially when you can’t deduct the interest.

09/17/2018

Qualifying for Chairman's Council, a premier conference for New York Life's top Agents, is a major goal and honor. I’m proud to say that I’ve done it – for the 2nd time – thanks to all my clients, mentors, and partners.

08/02/2018

Think you're worth more than what you currently make? You're not alone. Here are some tips to ensure you get the raise you deserve.

Don't give in to a lower salary than you deserve.

07/25/2018

Changing jobs? Before your first day, consider these 3 financial tips: http://www.mainstayinvestments.com/lifeevents-jobs.