Time is Running Out for Popular Tax-Saving Strategies
February 28, 2022 – Mallon FitzPatrick was featured in Financial Advisor Magazine discussing that “Time Is Running Out for Popular Tax-Saving Strategies” and how advisors may still be able to help clients with their taxes this year. Mallon’s thoughts included that “Contributions to HSAs reduce taxable income and are deductible,” FitzPatrick said. “Earnings grow tax-free […]
When Markets Roil… Stop, Drop and Run Simulations
By Mallon FitzPatrick, February 28, 2022 Record-high inflation, rising interest rate fears and spiking geopolitical risk over turmoil in Ukraine are an obvious recipe for market volatility. For rattled investors, it may be beneficial to shift your focus from the short-term clamour to the long-term horizon, particularly if you experience stress from dramatic market swings. […]