by Telos Financial | Nov 19, 2020 | Financial Planning, Insurance, Roth IRA
What year end financial moves can I make in a pandemic? Staying on top of your finances is important. It’s not something that you need to monitor daily (unless you do so for budgetary reasons), but there are certain times each year that are important to check in. One...
by Telos Financial | Nov 5, 2020 | Estate Planning, Financial Planning, Tax
What is stepped up basis? I’ve seen a lot of buzz lately about stepped up basis. I thought I’d help clarify what it is, what it could mean for you, and some proposed changes that could come into play in the future. All of the examples I lay out assume the...
