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Blog

IRA/401(K) CONTRIBUTIONS

Submitted by STAR Financial Solutions, Esther Halt on February 21st, 2020

Esther Halt discusses that now is the time to review your 401(k) accounts and contribute to your retirement funds.

Esther Halt discusses how adding a TOD directive to taxable accounts may help with estate planning and the transfer of assets

Submitted by STAR Financial Solutions, Esther Halt on February 10th, 2020

THE SECURE ACT PART 2

Submitted by STAR Financial Solutions, Esther Halt on January 24th, 2020

Esther Halt discusses how the new SECURE ACT will affect small business retirement plans and 401(k) accounts

THE SECURE ACT

Submitted by STAR Financial Solutions, Esther Halt on January 15th, 2020

Esther Halt discusses how the new SECURE ACT will affect how most Americans make contributions and take distributions from IRA and 401(k) accounts.

FINANCIAL TERMS

Submitted by STAR Financial Solutions, Esther Halt on January 2nd, 2020

Esther Halt and the Suncoast View gang play a game to find out what they know about every day financial terms.

GIFTING

Submitted by STAR Financial Solutions, Esther Halt on December 18th, 2019

Esther Halt discusses a better way to gift cash and securities to others.

TAXES

Submitted by STAR Financial Solutions, Esther Halt on November 21st, 2019

Esther Halt discusses how we pay taxes on our investments.

I Got a Windfall!

Submitted by STAR Financial Solutions, Esther Halt on October 21st, 2019

Esther Halt discusses what you should do if you are lucky enough to get a windfall.

It’s the 4th Quarter!

Submitted by STAR Financial Solutions, Esther Halt on October 4th, 2019

Esther Halt discusses what we focus on in the 4th quarter.

The Manasota 9/11 Remembrance Ride

Submitted by STAR Financial Solutions, Esther Halt on September 12th, 2019

Esther Halt discusses her annual event to remember the events of September 11, 2001

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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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