The Federal Reserve’s actions can have a marked influence on the economy and financial markets. For instance, some market analysts believe that the Fed’s massive, multi-year bond-buying program coupled with a record-setting period of near-zero interest rates fueled the six-yearRead More >
Blog
Budget Deal Affects Social Security Options
On Monday, November 2, President Obama signed into law H.R. 1314, the “Bipartisan Budget Act of 2015.” One significant byproduct of the legislation is the elimination and/or curbing of two Social Security filing strategies that two-income married couples may haveRead More >
Cost of Living Adjustments for 2016
The IRS has released the cost-of-living adjustments (COLA) affecting dollar limitations for Individual Retirement Accounts (IRAs), defined contribution and other retirement-related items for tax year 2016. In general, most limits will remain unchanged for 2016 because the increase in theRead More >
Three Year-end Tax Reduction Tips
Three Year-end Tax Reduction Tips Even though April 15 now seems a distant deadline for filing your 2015 tax returns, in order to take advantage of some of the biggest tax reduction strategies, you have to act before the endRead More >
Community Involvement
Resonance Financial proudly served as the Flagship Sponsor of the Steiner Ranch Concert in the Park event this year. Proceeds from the event benefitted the Leander Independent School District. Resonance Financial donated $2,000 in cash along with hundreds of dollars in prizesRead More >
Shielding Retirement Assets From Taxes
With careful planning, your retirement assets can remain as vital as they had been during your lifetime. And with new distribution rules, it may be a good time to review your existing plans with your tax advisor. It’s equally importantRead More >
Charitable Giving Opportunities for Affluent Investors
Affluent investors who are charitably inclined may have specific philanthropic and estate planning goals in mind, but may not be familiar with the many vehicles and trust structures available to help them implement their goals. In order to choose theRead More >
Changing Jobs or Retiring? Don’t Forget Your Retirement Savings!
Your retirement savings plan offers you several choices when you decide to change jobs or when you retire. This report explains some of the options you may be able to choose from in deciding how you want the money inRead More >
Advanced Strategies for Managing Volatility
Investors are exposed to financial risk in two ways: company-specific risk caused by problems with an individual holding, such as mismanagement or product obsolescence, and overall market risk, or the potential for an asset class to decline. Diversification among manyRead More >
On Independence Day, Should You Consider an Independent Financial Adviser?
We celebrate the Declaration of Independence on July 4th each year, but chances are that your financial adviser is far more like a member of the British Empire than someone ready to fight at your side. There were many spiesRead More >