Advice Center Blog

Posts by Wes Garner

If You Have Taxable Income Over $200K, this is How You Calculate Your Net Investment Income Tax

SUMMARY: If you have taxable income over $200k, this is how you can calculate your net inv...

IRA Beneficiary Rules Directly From the IRS

SUMMARY: It is likely that you might inherit an IRA and due to the passage of the SECURE A...

What to Know About the American Rescue Plan

SUMMARY: As the COVID-19 pandemic enters its 2nd year, President Biden has begun to outlin...

403(b) Plans and Saving for Retirement

SUMMARY: Check out my blog to better understand how much you can contribute to a 403(b) pl...

3 Tax Strategies Every Doctor Should Consider

SUMMARY: Being a doctor comes with a lot of stressors, but planning for taxes should not b...

Retirement Income Planning

SUMMARY:There is not a one-size-fits-all formula when it comes to determining how much inc...

What to Know About IRA Investing

SUMMARY: What benefits can investors realize by contributing to an IRA? Here's what you'll...

Common Retirement Investment Mistakes

SUMMARY: There are a few common retirement investment mistakes to keep in mind as you seek...

IRS Makes 2021 IRA Cost-of-Living Adjustments

SUMMARY: Tax law places limits on the dollar amount of contributions that you can make to ...

Wes Garner

Wes Garner

Wes leads a proactive Wealth Management team with 17 years of experience in the industry. He has served in both advisor and senior leadership roles within wealth management divisions, from credit unions to high net worth focused private banks. His work is driven by a desire to care about his team and clients as if they are family.