by Telos Financial | Jan 7, 2021 | Financial Planning, Savings, Tax
What financial planning should I do in 2021? Happy New Year! 2021 is upon us and was highly anticipated following a 2020 that included unprecedented stock market volatility, a pandemic, and social unrest at a level we haven’t seen in decades, to name a few things. We...
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...
by Telos Financial | May 14, 2020 | Financial Planning, Investments, Retirement, Roth IRA, Tax
What investment moves should I make in a recession? Thank you for checking out Telos Financial’s Plan for your Purpose financial planning blog. The purpose of the blog is to introduce financial planning topics I believe are important. I want to start...
by Telos Financial | Feb 27, 2020 | Financial Planning, Retirement, Savings, Tax
What’s a Traditional IRA? Thanks for coming back for the latest edition of Planning for your Purpose, Telos Financial’s blog, where I discuss different topics related to financial planning. CERTIFIED FINANCIAL PLANNER™ professional Dennis LaVoy is Plymouth, Michigan’s...
by Telos Financial | Dec 12, 2019 | Budget, Financial Planning, Goals, Tax
Thank you for checking out Telos Financial’s Plan for your Purpose financial planning blog for millennials. The purpose of the blog is to introduce financial planning topics I believe are important. I want to start discussions that will provide education, help...
by Telos Financial | Jan 10, 2019 | Tax, TCJA
Thanks for coming back to read Telos Financial’s blog. The purpose of the blog is to introduce financial planning concepts that I believe are important and that I hope will provide value to you. I want to start discussions about that will educate, benefit, and improve...
