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Archambo Financial Advisors, Inc

 

Aaron S. Archambo, CFP®

 

Mark W. Archambo, CFP®

 

Debbie E. Mueggenborg, CPA

 

Jonathan S. Russell

 

Phone:  918-336-2222

November/December 2022

Easing into Retirement

If you're looking forward to more free time but aren't quite ready to completely retire, semi-retirement might be the answer. While not every company offers this option, you may be able to create a plan for yourself that your employer will approve.

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End of Year Tax Moves

During the holiday bustle, incomes taxes may be the last thing on your mind. But, if you want to lower your tax bill, you have until December 31 to employ strategies that can help. Consult your tax and financial professionals for guidance.

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Give to Charity with a Donor-advised Fund

If you want to donate to charitable organizations before the December 31 deadline but haven’t decided where you want your donations to go, consider a donor-advised fund (DAF). With a DAF, you contribute cash, securities, life insurance, money in retirement accounts, or other assets and take an immediate tax deduction in the year you make your donation.

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Keep a Lid on Holiday Spending

It ’s easy to get carried away and spend too much during the holidays. Excessive spending can leave you with a pile of bills come January. Before your holiday spirit leads you into debt, look for ways to control your expenses.

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More People are Shopping Online

Holiday retail trends over the past seven years have constantly been growing. Online shopping’s share in the total holiday revenue wasn’t projected to reach the 25.7% share until 2024 — indicating the effect the pandemic had on ecommerce.

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Protecting Intellectual Property

Intellectual property (IP) can be a significant asset that increases your business's value. Failing to protect IP can leave you with no recourse if a competitor or former key employee appropriates methods or processes you've developed.

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Inheriting a House

The decision of what to do with a house that passes to you as a part of an inheritance may be an emotional one, especially if it was your childhood home. While you have options, having the house appraised by a qualified appraiser and consulting your legal and insurance professionals should be your first steps. Then decide which option to take:

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Archambo Financial Advisors, Inc. is a Registered Investment Advisor. Securities Offered Through Dominion Investor Services, Inc. Member FINRA & SIPC
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