Annual Client Survey Results for 2017

Amber Ott - Wednesday, February 28, 2018
Written by: Adrienne Martin (/adrienne-martin.html) We are very grateful to those who participated in our annual client survey at the end of 2017 and wanted to take a moment to update you on the findings. As always, we will use the insights gained through the survey to guide our initiatives for 2018. In fact, our Leadership Team gathered this week to chart the course for the firm in 2018 and your survey responses informed their discussion. In 2017, 168 client ..

Getting to Know: Nigel Williams

Amber Ott - Wednesday, February 21, 2018
Name: Nigel Williams Your position at JoycePayne Partners: Client Services Associate Educational background: Graduated from: Benedictine College Prep in 2012; Virginia Tech in Applied Economic Management in 2016 Describe your family: I come from a two parent, Christian home. My parents are Lamar and Charlene Williams. I am the oldest of their three boys. My younger brothers are a pair of twins, Ian and Noah. What motivates you? My family ..

Have Your Cake and Eat it Too with the New Tax Law

Jen Pieson - Friday, February 02, 2018
Written By: Elissa Wurf (/elissa-wurf.html) February 2018 offers a unique opportunity. Sometime this month, for most companies, the new withholding tables will come into effect for the calculation of federal income tax withheld from paychecks. According to these tables, which were released January 11th by the IRS, most taxpayers will have less money withheld from their paychecks, and thus more take-home pay, starting sometime in February. For those who are not already ..

Tactics for Accomplishing Goals

Jen Pieson - Wednesday, January 24, 2018
Written By: Elissa Wurf (/elissa-wurf.html) "A goal without a plan is just a wish." -Antoine de Saint-Exupery We wrote in a previous post (/client-insights/setting-goals) about the characteristics of a good goal and the benefits of setting goals that put you on track to achieve them. In this post, we’ll move down that track and discuss some tactics that help you accomplish your goals. As the SMART goals framework suggests, good goals have within th ..

Setting Goals

Amber Ott - Friday, January 05, 2018
Written by: Elissa Wurf (/elissa-wurf.html) With the beginning of a new year generally come resolutions – and lots of them. Statistics suggest that most resolutions are abandoned within a very short time, some within the first week of January. And in some cases, that’s probably fine. But there are times when we should set goals we actually intend to achieve. Lucky for us, there is a whole body of research that offers good information on how to  ..

Using 529 Accounts to Pay for Grade School and High School Tuition

Amber Ott - Thursday, January 04, 2018
Written By: Dan Honsberger (/dan-honsberger.html) One of the implications of the Tax Cuts and Jobs Act of 2017 is the additional uses of distributions from 529 plans, tax-free and penalty-free. Beginning January 1, 2018, distributions are allowed to be used to pay for tuition to elementary and secondary schools, up to $10,000 per year, per child. Here’s how this would work: Make out-of-pocket tuition payments to an elementary or secondary public, private,  ..

Tax Cuts and Jobs Act of 2017

Amber Ott - Thursday, January 04, 2018
Written By: Davis Barry (/davis-barry.html) The recent changes in tax law, applicable for 2018, have a lot of taxpayers trying to decipher what it means for them. For most, not a lot has actually changed. There are still seven marginal tax brackets for individuals/married couples; you are still incentivized to save for retirement; and using a tax preparer is still prudent. The 2018 tax brackets for individuals and those that are married filing jointly are below:  ..

Getting to Know: Peter Byrd

Amber Ott - Wednesday, November 29, 2017
Name: Peter Byrd (/peter-byrd.html) Your position at JoycePayne Partners: Client Services Associate Educational background: Bachelor of Arts from James Madison University Describe your family: I have an older sister and two younger brothers. All of us have different interests, but we share the same sense of humor and camaraderie. What motivates you? I'm motivated to be a better person every day in an effort to make the world a bet ..

Qualified Charitable Distributions from an IRA

Jen Pieson - Friday, September 29, 2017
Written By: Carrie L. Fellon, CFP®, CRPS (http://www.joycepaynepartners.com/carrie-fellon.html) Individuals age 70½ or over can transfer IRA assets to a charity tax free while simultaneously satisfying their Required Minimum Distribution (RMD). After initial enactment in 2006 and subsequent suspensions and reenactments, Congress passed the Protecting Americans from Tax Hikes Act of 2015 (PATH Act), making permanent Qualified Charitable Distributions (QCDs) fro ..

Getting Started: Tips for College Students

Amber Ott - Wednesday, September 27, 2017
Written by: William Omberg, 2017 Summer Intern As a rising college freshman, I have my work cut out for me in dealing with my personal finances over the next decade. Even excluding the effort that is paying for college (read a thorough explanation here (http://www.joycepaynepartners.com/client-insights/saving-for-college-1)), the onset of earning income, saving for future expenses, paying current ones, and attempting to enter the market as soon as possible (despite its current high ..

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