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1st Quarter of 2025 - Market Outlook and Investment Commentary
In this white page, our Chief Investment Strategist, Alex Kluesner, CFA, reviews the economic environment and puts recent stock- and bond...
amy2262
Apr 111 min read


Tariffs and Potential Impact on the US Labor Market
A tariff is essentially a tax on imported goods to make them more expensive. This tax is paid by domestic companies importing the goods,...
amy2262
Apr 81 min read


amy2262
Jan 160 min read


Cash Flow Worksheet
Use this free worksheet to compute your target emergency savings and see where you land each month after all expenses have been paid. Are...
amy2262
May 18, 20241 min read


Should you fund your children's college with debt?
The other day I was talking with my group of women Certified Financial Planning professionals with Equita and an analogy of "buying a...
amy2262
May 16, 20242 min read


Thinking about buying Gold?
You're not alone, I was recently talking with a wealthy and well informed client and he was wondering the same thing! I asked a few...
amy2262
Apr 29, 20242 min read


Market Update - 3rd Qtr 2023
Only one of the 3 major credit rating agencies still has the US with the highest possible rating, meaning they have a high degree of...
amy2262
Oct 2, 20232 min read


Get Your Kids a ROTH!
Did your kids work over the summer? If so, you are able to open up a Custodial ROTH IRA for them! $1,000 invested today could be more...
amy2262
Sep 25, 20232 min read


Are you a Landlord?
Are you a landlord and wondering what tax incentives you are entitled to? Investment property owners are able to deduct all costs...
amy2262
Oct 12, 20222 min read


Sitting on Cash?
Well, that is great! But did you know that most people who have a considerable cash savings is getting 0.02% on average? If you have a...
amy2262
Mar 31, 20222 min read
AMT Hit on Stock Options?
Do you have Incentive Stock Options and wondering if you'll face an AMT hit upon exercising? If so, there is handy, free tool you can use...
amy2262
Jan 12, 20221 min read


Mega Backdoor ROTH Conversions
401(k) After-Tax Contributions/Mega-Backdoor-Roth: What is it? Some 401(k) plans have a unique feature that allows employees to exceed...
amy2262
Dec 7, 20212 min read


Perfect Edible Centerpiece for your Thanksgiving Dinner
Grab a Sugar Pie Pumpkin and pack it full of the stuffing of your choice! Here I sauteed onions, garlic, celery, sausage, kale and...
amy2262
Nov 18, 20211 min read


Are you a Small Buisness Owner looking to save on taxes while investing for your retirement?
Use this chart to compare plan options to maximize retirement savings, incentivize employees all the while optimizing for income tax...
amy2262
Nov 4, 20211 min read


Health Savings Account
Could be the missing component within your Financial Plan The foregoing content reflects the opinions of Mountain Wealth Planning and is...
amy2262
Aug 26, 20211 min read


Solar Panels
Do solar panels make economic sense for you? Solar Investment Tax Credit “ITC”, aka ‘federal solar tax credit’ is to remain at 26% of the...
amy2262
Jul 16, 20211 min read


Boost your ROTH IRA savings!
The foregoing content reflects the opinions of Mountain Wealth Planning and is subject to change at any time without notice. Content...
amy2262
Jul 12, 20211 min read


Summer of Inflation
Some folks have been stating this will be the “Summer of Love”, while others (the geeky ones) have been stating this summer will go down...
amy2262
Jun 15, 20213 min read


Biden's Tax Plan
April 22, 2021 Biden announced today his plans to fund his trillion-dollar infrastructure plan. Essentially to garner more of the US...
Amy Hamasaki, CFP®, EA
Apr 22, 20212 min read


Dividends - What's the Deal between Ordinary & Qualified?
Dividends are taxed differently, depending on their classification of being ‘qualified’ or ‘ordinary’. Dividends are cash distributions...
Amy Hamasaki, CFP®, EA
Apr 16, 20212 min read
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