Guidelines For Spousal IRA Contributions

by Craig Moser on April 20, 2018

Spousal IRA’s are unique.  They allow a working spouse to make IRA contributions for a spouse who doesn’t work or doesn’t have enough earned income to make individual IRA contributions.  There are some specific rules and requirements, but they help […]

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Charitable Giving Tax Break

by Craig Moser on April 13, 2018

You’ve paid off your house and the kids have moved out, leaving you without any beneficial tax write offs.  You want to give to charity, but also want to take advantage of the charitable giving tax break. A QCD may […]

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10 HSA Rules You Should Know

by Craig Moser on March 23, 2018

Healthcare is still a hot topic. So are HSAs (Health Savings Accounts). Proponents advocate expanding HSAs to save on health costs, and highlight their ability to provide tax breaks. Opponents argue HSAs don’t help people and many can’t afford them.  Here […]

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Writing Covered Calls

by Craig Moser on February 9, 2018

“Writing covered calls” is a term many outside the financial industry don’t understand.  Simply put, it’s a strategy to produce income by writing (selling) options against shares of stock you currently own.  Typically, you sell one contract for every 100 […]

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Passive Investing

by Craig Moser on January 26, 2018

When you look at the past 5 years, you see an increase in “passive investing”.  In 2017 alone it has gone up over 500 Billion dollars.  Passive investing is appealing due to lower costs.  There isn’t a person making buy or […]

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