Evident Financial

09/07/2022

You won’t believe what these taxpayers tried to get away with.

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

07/24/2022

Here's to parents everywhere who rock the hardest job there is... and wouldn't trade it for anything.

Happy Parents Day

07/22/2022

Is your estate plan in order? It's critical to continually assess your plan in light of potential tax changes.

For example, did you know that the proposed 2023 federal budget is proposing a 61% tax on wealthy estates?

As part of President Biden’s proposed budget for fiscal year 2023, the White House has once again endorsed a major tax increase on accumulated wealth, adding up to a 61 percent tax on wealth of high-earning taxpayers.

07/19/2022

It's summer. You'll probably take the car in for a checkup before heading out on a road trip because you want to ensure the vehicle will get you to your destination.

Should you treat your investment portfolio similarly? Yes!

Let's talk.

07/14/2022

If you've checked your portfolio lately, might make your stomach turn - and you aren't alone.

Focusing on long-term performance versus day-to-day volatility is the best medicine.

07/13/2022

Are you familiar with the Secure Act 2.0? (or 1.0?). You should be. There are some important changes to retirement regulations that may impact your financial plan.

Here's what it means to you.

The House-passed bill would automatically enroll some workers in retirement plans, raise the mandatory age for RMDs, and much more.

07/08/2022

There's plenty of talk about rising fuel costs but inflation is also impacting the cost of food. Look at how inflation has changed the price of a hamburger!

What items on your shopping list have you noticed the greatest price increases?

07/04/2022

As we gather with family and friends to commemorate the birth of our nation, let's also celebrate the American spirit that unites us and pushes us all.

What is your family's favorite holiday tradition?

06/29/2022

There are 7 key elements of a solid estate strategy.

With appropriate strategy, you may be able to maximize your opportunities and manage stress and confusion for your loved ones.

Can you guess which elements of an estate strategy are frequently overlooked?

06/21/2022

The Longest Day of the Year!

Memorial Day may be the unofficial start of summer, but the summer solstice is the real deal! It's also the longest day of the summer season. Get out and enjoy it!

How are you spending summer's extra hours of daylight?

06/16/2022

It's Tee Time in Brookline!

The world's top golfers are gathering for the 2022 U.S. Open. Many of the sport's greats will be vying for the title on this challenging course, and it's sure to be an exciting tournament.

What's the most difficult course you've played?

06/14/2022

While every day is a good day to display the U.S. flag, celebrating Flag Day offers another incentive!

There are many protocols associated with the care of our nation's emblem.

Learn more at https://nationalflagfoundation.org/etiquette/ and be sure to share your flag photos below.