In this white page, our Chief Investment Strategist, Alex Kluesner, CFA, reviews the economic environment and puts recent stock- and bond...

A tariff is essentially a tax on imported goods to make them more expensive.  This tax is paid by domestic companies importing the goods,...

Use this free worksheet to compute your target emergency savings and see where you land each month after all expenses have been paid. Are...

The other day I was talking with my group of women Certified Financial Planning professionals with Equita and an analogy of "buying a...

You're not alone, I was recently talking with a wealthy and well informed client and he was wondering the same thing! I asked a few...

Only one of the 3 major credit rating agencies still has the US with the highest possible rating, meaning they have a high degree of...

Did your kids work over the summer? If so, you are able to open up a Custodial ROTH IRA for them! $1,000 invested today could be more...

Are you a landlord and wondering what tax incentives you are entitled to? Investment property owners are able to deduct all costs...

Well, that is great! But did you know that most people who have a considerable cash savings is getting 0.02% on average? If you have a...

Do you have Incentive Stock Options and wondering if you'll face an AMT hit upon exercising? If so, there is handy, free tool you can use...

401(k) After-Tax Contributions/Mega-Backdoor-Roth: What is it? Some 401(k) plans have a unique feature that allows employees to exceed...

Grab a Sugar Pie Pumpkin and pack it full of the stuffing of your choice! Here I sauteed onions, garlic, celery, sausage, kale and...

Use this chart to compare plan options to maximize retirement savings, incentivize employees all the while optimizing for income tax...

Could be the missing component within your Financial Plan The foregoing content reflects the opinions of Mountain Wealth Planning and is...

Do solar panels make economic sense for you? Solar Investment Tax Credit “ITC”, aka ‘federal solar tax credit’ is to remain at 26% of the...

The foregoing content reflects the opinions of Mountain Wealth Planning and is subject to change at any time without notice. Content...

Some folks have been stating this will be the “Summer of Love”, while others (the geeky ones) have been stating this summer will go down...

April 22, 2021 Biden announced today his plans to fund his trillion-dollar infrastructure plan. Essentially to garner more of the US...

Dividends are taxed differently, depending on their classification of being ‘qualified’ or ‘ordinary’. Dividends are cash distributions...