Tax Planning Archives - Retirement DNA

Monthly Market Update for February: Supreme Court Tariff Ruling, AI, and Iran

K. Brad Tedrick, CFA®, CFP® February is a reminder to investors that markets never move in a straight line. After January's positive momentum carried major indices to new all-time highs, the mood shifted due to a landmark Supreme Court…

How Equity Compensation Fits into Your Financial Plan

Blog, Business Owner Planning, Estate Planning, Financial Planning, Retirement Income Planning, Tax Planning

K. Brad Tedrick, CFA®, CFP® For many professionals today, equity compensation is not just a nice perk, but a significant source of wealth accumulation over their careers. Whether through restricted stock units (RSUs), stock options, or…

Managing New Tax Changes to Optimize Your Financial Plan

Blog, Business Owner Planning, Estate Planning, Financial Planning, Investment Planning, Retirement Income Planning, Tax Planning

K. Brad Tedrick, CFA®, CFP® As former Senator Max Baucus once observed, "tax complexity itself is a kind of tax." While this is the case every year, this is especially true in 2026 as many significant tax policy changes create new tax and…

Monthly Market Update for January: Geopolitics, the Fed, and Precious Metals

Blog, Business Owner Planning, Estate Planning, Financial Planning, Investing, Investment Planning, Markets, Retirement Income Planning, Risk Management, Tax Planning

K. Brad Tedrick, CFA®, CFP® The start of the year was positive for stocks and bonds, continuing the rally from recent years. This might be surprising to some investors since there were several periods of volatility driven by geopolitics…

2025 Year in Review: A Historic Market Year for Investors

Blog, Business Owner Planning, Estate Planning, Financial Planning, Investing, Investment Planning, Markets, News, Retirement Income Planning, Risk Management, Tax Planning

K. Brad Tedrick, CFA®, CFP® 2025 was a historically strong year for markets despite the many events that took place along the way. The past year delivered no shortage of headlines including April's tariff announcements, ongoing developments…

3 Tax Planning Opportunities Before December 31

Blog, Business Owner Planning, Estate Planning, Financial Planning, Investment Planning, Retirement Income Planning, Tax Planning

K. Brad Tedrick, CFA®, CFP® As 2025 draws to a close, investors face important decisions that could impact their tax situations and long-term financial plans. While financial planning is a year-round activity, many calendar deadlines for…

Quarterly Market Update for Q4 2025: Navigating Conflicting Signals

Blog, Business Owner Planning, Estate Planning, Financial Planning, Investing, Investment Planning, Markets, Retirement Income Planning, Risk Management, Tax Planning

K. Brad Tedrick, CFA®, CFP® Investors experience market swings as a normal part of investing, and this year has been no exception. While market declines - such as the tariff-driven sell-off - can be uncomfortable, they also create opportunities…

Monthly Market Update for August: Markets Climb on Fed Expectations and Earnings Growth

Blog, Business Owner Planning, Estate Planning, Financial Planning, Investing, Investment Planning, Markets, Retirement Income Planning, Risk Management, Tax Planning

K. Brad Tedrick, CFA®, CFP® The stock market climbed to new all-time highs in August, while bonds also contributed positively to portfolios. This occurred despite continued uncertainty around tariffs, Fed independence, and technology stocks.…

What the “One Big Beautiful Bill” Means for Investors

Blog, Business Owner Planning, Estate Planning, Financial Planning, Investing, Investment Planning, Markets, Retirement Income Planning, Risk Management, Tax Planning

K. Brad Tedrick, CFA®, CFP® After months of negotiations, a new tax and spending bill was approved by Congress and signed into law by President Trump on July 4. This new budget is far-reaching, including making many parts of the Tax Cuts…

Estate Planning: Important Considerations Amid Political Uncertainty

Blog, Estate Planning, Tax Planning

K. Brad Tedrick, CFA®, CFP® After a lifetime of working hard, saving diligently, and investing wisely, one of the key considerations is how to pass these assets to future generations. This is where estate planning comes in. While many investors…

Monthly Market Update for February: Supreme Court Tariff Ruling, AI, and Iran

How Equity Compensation Fits into Your Financial Plan

Managing New Tax Changes to Optimize Your Financial Plan

Monthly Market Update for January: Geopolitics, the Fed, and Precious Metals

2025 Year in Review: A Historic Market Year for Investors

3 Tax Planning Opportunities Before December 31

Quarterly Market Update for Q4 2025: Navigating Conflicting Signals

Monthly Market Update for August: Markets Climb on Fed Expectations and Earnings Growth

What the “One Big Beautiful Bill” Means for Investors

Estate Planning: Important Considerations Amid Political Uncertainty

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