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Money Matter$

Insights from the Sommers Financial Management Team

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Why We Ask to See Your Income Tax Return

A good financial advisor can help you in many ways: manage your investments, assist in major financial decisions like buying a car or a house, find the opportune time to retire, figure out how to get the most out of social security, and one of my favorites: legally avoid and lower taxes when possible. This is where sharing and reviewing your income tax return becomes an important part of what we can do for you.

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Delay Taking Your RMD - Even Beyond 2020

At age 72, the government is ready to begin collecting tax on all of your deferred income and growth inside your IRAs and 401(k)s but you want to avoid paying the tax. What can you do? There are a least four legitimate strategies to delay or avoid taking RMDs.

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A $300,000 Christmas iPhone Gift Problem

People go crazy around Christmas time when it comes to buying presents for themselves and others. There are so many great “deals”, especially on new phones. Last year, Brett Arends of MarketWatch.com, put the lifetime “opportunity cost” of always owning the latest iPhone at close to $300,000.

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