George Galat George Galat

2020 contribution limits and deadlines

While 2020 is thankfully in the rearview mirror, it’s not too late to make contributions to your traditional/Roth/SEP IRAs or health savings account (HSA) for the 2020 tax year.

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George Galat George Galat

The GameStop (GME) Saga

Shares of GameStop (NYSE: GME), a video game and consumer electronics retailer that had been struggling for years as physical retail sales declined and as consumers shifted their spending behavior online, amplified by the global pandemic, soared after calls from the Reddit forum r/wallstreetbets to save the retailer from Wall Street hedge funds looking to make a quick buck on a declining business went viral. What happened after was something fit for the big screen and evidently, will be, as Hollywood looks to memorialize the event.

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George Galat George Galat

Why you should look at refinancing now (Part I)

Is it time to refinance? With rates at historic lows, it’s certainly something to consider. And even if you’ve already refinanced, it may be a good time to take another look to see if rates in your area have gone down even further.

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George Galat George Galat

A Welcome Message

Welcome to the Wealth Foundry blog! This is a place for discussions on timely planning topics, reactions to financial headlines, and answers to common client questions.

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