Financial Planning
Understanding the Federal Deficit
Is the government spending too much? How much should we as citizens be concerned about our nation’s debt? These are common questions and discussions when it comes to the federal deficit, and they’re worth asking. Deficits can serve as tools for economic stimulation during downturns. But persistent and growing deficits can raise concerns about long-term…
Our Legacy of Giving
You will be enriched in every way so that you can be generous on every occasion, and through us your generosity will result in thanksgiving to God. –2 Corinthians 9:11 Generosity has the power to transform lives-both for the giver and the recipient. At John Moore Associates, we’ve seen firsthand how acts of generosity ripple…
Year-End Tax Planning Strategies
As we approach the end of the year, it’s wise to be mindful of the upcoming tax season. Of course, you’ll want to consider the tax impact of your financial decisions throughout the year, but December is the time for last-minute actions to maximize your tax savings or set yourself up for the year ahead….
Important Dates for Your Finances This Year
As the year winds to an end and you begin thinking of holiday plans, don’t forget about some important upcoming financial deadlines: December 6: Initiate 2024 Roth Conversions December 13: IRA withdrawals for 2024 income, including Required Minimum Distributions Stock gifts to charities or donor advised funds Qualified Charitable Distributions Gifts of assets to family…
Understanding Student Loans
In our most recent webinar, JMA was joined by Joseph Schmidt, a Certified Student Loan Professional, who operates a student loan consulting firm in southern Arizona. Joseph was kind enough to share his time and wisdom with us regarding topics that are important and timely to young people and their parents: saving for college, maximizing…