X
GO

INSIGHTS

Filter Insights By Category
Filter Insights By Tag
Receive Insights in your inbox.
Archive by author: DHG Wealth AdvisorsReturn

DHG Wealth Advisors LLC is an independent, fee-only Registered Investment Advisory Firm owned by the top 20 assurance, tax and advisory firm Dixon Hughes Goodman LLP (DHG). DHG Wealth Advisors offer clients a wealth management experience that combines personalized investment advice with an unparalleled commitment to service.

RSS
Top 10 Year-End Planning Strategies
As 2020 draws to a close, now is a time for reflection, gratitude, and planning. As we get ready for 2021, Dave Koppenheffer shares his Top 10 year-end planning strategies including an important reminder to make sure you have completed our Letter from the Heart.
Learn More
Announcing DHG Wealth Advisors YouTube Channel
DHG Wealth Advisors is always looking for opportunities to deliver informative and relevant content to our clients – which is why we are excited to announce the launch of our YouTube Channel. Our video content will focus on answering the most common questions we get from clients, demystifying confusing financial jargon and concepts, and highlighting our culture and how we work with clients. With the presidential election looming large, and investors questioning what the outcome might mean for their portfolio, our first video, “How Much Does the President Influence The Stock Market,” explores the history of stock market returns under Republicans versus Democrats going back to 1926.
Learn More
Medicare Open Enrollment Begins October 15
The Medicare Open Enrollment Period is the time during which Medicare beneficiaries can make new choices and pick plans that work best for them. Each year, Medicare plan costs and coverage typically change. In addition, your health-care needs may have changed over the past year. The open enrollment period is your opportunity to switch Medicare health and prescription drug plans to better suit your needs. Please see the attached article for a complete breakdown of Medicare Open Enrollment including what is new for 2021. 
Learn More

Third Quarter 2020 Newsletter

posted on
Third Quarter 2020 Newsletter
Once upon a time, the news was published twice a day. In the event of breaking news, publishers might publish an “extra” edition (which is where we get the iconic image of newspaper boys standing on street corners shouting: “Extra! Extra! Read all about it!”) but for the most part you could count on one round of headlines in the morning and another at the end of the day.
Learn More
Many business owners focus a majority of their time on the day-to-day operations of running and growing their company, concentrating more on the "now" than "what comes next". Sarah Charles with DHG Wealth Advisors joins us today to discuss what most business owners may have not considered or appropriately planned for - retirement, new investment opportunities and other long-term financial planning goals as it relates to succession.
Learn More
Medicare 101: Understanding the Basics
Are you nearing 65 and confused about signing up for Medicare? Are you overwhelmed by the brochures in your mailbox and the choices you have to make? Signing up for Medicare is a major milestone– which is why it’s important that you understand the landscape so you can make informed and educated decisions that are right for you.  
Learn More
Tax Planning Opportunities for Charitably Inclined IRA Owners
Over the past few years, tax law changes have created planning challenges and opportunities for owners of IRAs looking to maximize the after-tax value of their legacy.  We covered one key strategy, Roth conversions, in our DHG Insights feature Examining Roth Conversions in the Current Legislative Landscape.  For charitably inclined IRA owners over 70 ½, Qualified Charitable Distributions (QCDs) often provide the most tax efficient way of funding charitable goals.
Learn More
Bill Laird Named Co-Chief Investment Officer of DHG Wealth Advisors
DHG Wealth Advisors LLC, an independent, fee-only Registered Investment Advisory firm owned by Dixon Hughes Goodman LLP (DHG) is pleased to announce that Bill Laird has been named Co-Chief Investment Officer.
Learn More
Financial Fitness Webinar - Balancing Cash Flow Versus Deductions, a Webinar for Small Business Owners
A joint webinar from DHG Wealth Advisors and DHG Tax targeted towards small business owners such as sole proprietors and flow through entities. We will be focusing on the perspective of the individual who owns the business, not the business itself.
Learn More
The tax-free growth that Roth Individual Retirement Accounts (IRAs) offer have long made them a desirable planning tool, but paying taxes on the initial contribution or conversion can be cost prohibitive, which is why many people prioritize tax-deferred savings for retirement. However, three significant pieces of legislation present unique tax planning considerations in 2020 that take advantage of the many benefits of a Roth IRA.
Learn More
Page 2 of 4 First 1[2]34 Last