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Articles of Interest

IRA Contribution Rules

Submitted by STAR Financial Solutions, Esther Halt on November 15th, 2021

Esther Kuznetz discusses how much you can contribute to your Traditional IRA and Roth IRA, the benefits and complications.

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RMD & QCD’s

Submitted by STAR Financial Solutions, Esther Halt on October 31st, 2021

Esther Kuznetz discusses how much do you have to take from your IRA and the tax benefits of making qualified charitable distributions.

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PAYING OFF DEBT

Submitted by STAR Financial Solutions, Esther Halt on August 29th, 2021

Esther Kuznetz discusses the best way to pay off debt and how to manage debt.

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COVID AND THE MARKETS

Submitted by STAR Financial Solutions, Esther Halt on August 16th, 2021

 Esther Kuznetz discusses what the current rise in Covid cases means to the markets.

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WINDFALL

Submitted by STAR Financial Solutions, Esther Halt on August 3rd, 2021

Esther Kuznetz discusses how to make the most out of a windfall, when receiving a large sum of cash.

Financial Fridays 7.16.21

Submitted by STAR Financial Solutions, Esther Halt on July 20th, 2021

Esther Kuznetz discusses why having your estate planning documents in order is so important in so many ways.

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PERFORMANCE AND RISK

Submitted by STAR Financial Solutions, Esther Halt on July 14th, 2021

Esther Kuznetz discusses why your portfolio might not be performing the way you think it should and why you should be discussing risk with your advisor.

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DIVERSIFICATION

Submitted by STAR Financial Solutions, Esther Halt on June 22nd, 2021

Esther Kuznetz discusses why having more than one account or more than one mutual fund might not give you the diversification you think you have.

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TOD ACCOUNTS

Submitted by STAR Financial Solutions, Esther Halt on May 25th, 2021

Esther Kuznetz discusses what is a TOD Account and why they are important.

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2970 University Parkway
Suite 200
Sarasota, FL 34243
  •  Tel: 941-357-1390
  •  Fax: 941-803-1697
  •  esther@starfinancialsolutions.com

Important Disclosures

 

Form CRS          The Investment Center, Inc.

 

All securities offered through The Investment Center, Inc. Bedminster,NJ- Member FINRA/SIPC. Advisory Services provided through IC Advisory Services, Inc.-An SEC Registered Investment Advisor. Esther Kuznetz, Peter Borho and Cheryl Fainelli are registered representatives of The Investment Center, Inc. STAR Financial Solutions is not affiliated with The Investment Center, Inc. or IC Advisory Services, Inc.

Esther Kuznetz is Registered to sell securities in the following states: FL, GA, IN, MI, NJ, NM, NY, OH, PA, SC
Esther Kuznetz is Registered with IC Advisory Services in the following states: CO, FL, GA, KY, ME, MA, NJ, NY, NC, OH, PA, SC, TX

Peter Borho is Registered to sell securities in the following states: FL, CA, CO, CT, KY, MI, MO, NH, NY, OH, TN
Peter Borho is Registered with IC Advisory Services in the following states: CO, FL, IL, MO, NY

Cheryl Fainelli is Registered to sell securities and is Registered with IC Advisory Services in FL

 

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