JDH Wealth Management, LLC
181 Concourse Boulevard, Suite A
Santa Rosa, CA 95403
Phone: (707) 542-1110
Fax: (707) 595-5776
info@jdhwealth.com
© Copyright 2020 – JDH Wealth Management. All rights reserved.
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What Is ‘Bracket Creep’ and How Do You Avoid It?
Jada Diedrich, Wealth Advisor with Buckingham Strategic Partners, 6/3/2020 With so much financial information coming at us each day, and at a time when everything seems to be changing, trying to stay on top of the terminology can be overwhelming. It can be a daunting task even to begin figuring out whether you, personally, need […]
Money and Happiness
Susan Strasbaugh, CFP®, EA, AIF® with Buckingham Strategic Partners, 6/3/2020 “Wealth is not his that has it, but his that enjoys it.” – Benjamin Franklin Contrary to the popular saying, money can buy happiness, but only if you spend it in the right way. Behavioral economists and social psychologists have studied this topic – the […]
Reap the Benefits of Tax-Loss Harvesting to Lower Your Tax Bill
By Hayden Adams, Author for Charles Schwab Even in the best of times, not every investment will be a winner. Fortunately, losing investments do have a silver lining: You may be able to use them to lower your tax liability and better position your portfolio going forward. This strategy is called tax-loss harvesting, and it’s […]
Charitable Giving Opportunities Under the 2020 CARES Act
Elliot Dole, CFP®, EA, AEP®, CExP™, CAP® with Buckingham Strategic Partners, 5/4/2020 The government’s massive COVID-19 and economic relief package – the CARES Act, which was signed into law in March – contained some significant measures to encourage immediate charitable giving to nonprofits. These included revisions to the Internal Revenue Code intended to provide additional […]
Maximizing Outcomes by Reducing Taxes Over Your Lifetime
Kurt Wunderlich, CFA, CFP®, with Buckingham Strategic Partners 3/26/2020 As a kid, if you get $20 from your parents the world opens up and the possibilities seem just endless. Candy bars, apps, the latest “it” thing and so much more can be yours. You pull out your spend, save and give jars and plop that […]
What Do You Do When Markets Are Down? Build Wealth!
The BAM ALLIANCE, 3/26/2020 It never feels great to see the stock market drop, especially by a lot, and then watch as your portfolio’s value falls with it. Fear, frustration, anger, anxiety, helplessness – each is a totally understandable and even appropriate response. But all circumstances, no matter what part of life they touch, come […]