top of page
Blog


The Difference Between a Forecast, a Wish, and a Worry
By David Booth, Chairman and Founder www.dfa.com When I was growing up, our local newspaper, the Kansas City Star, was full of news and had one page for opinion. After decades of cable news and nonstop digital postings, I see more opinions these days than news. That’s not a bad […]
jonathanlgerber
Feb 28, 20233 min read


There’s More To Year-End Taxes Than Harvesting 2022’s Losses
Year-end planning for 2022 has to account for three tax acts—the Tax Cuts and Jobs Act of 2017, the SECURE Act and the CARES Act. These three pieces of legislation offer clients five standout opportunities to lower their income for tax purposes. The first opportunity deals with required minimum distributions, which […]
jonathanlgerber
Nov 24, 20224 min read


7 Simple Money Management Tips
Personal debt in the US hit an all-time high of approximately $14.6 trillion, shared across 340 million people. Debt isn’t necessarily bad, depending on what use you make of the money you borrow. Unfortunately, financial imprudence and bad management habits do most people in. There’s no one size fits all approach to […]
jonathanlgerber
Dec 3, 20214 min read


529 Savings Plans
INTRODUCTION As a parent or guardian, it’s never too early to start thinking of your child’s future, particularly their education: The tuition costs for college and universities have steadily increased over the years, according to the National Centre for Education Statistics (NCES) of the U.S. DoE. Compared to the 2008-09 academic […]
jonathanlgerber
Nov 3, 20216 min read
bottom of page
