Annual Financial To-Do List
Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about the
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock. Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares
A Stock Market Lesson to Remember
Confidence can quickly erode, but it can also quickly emerge. Undeniably, spring 2020 has tried the patience of investors. An 11-year bull market ended. Key economic indicators went haywire. Household confidence was shaken. The Standard
Key Provisions of the CARES Act
Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs. Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was signed into law. The CARES Act is designed to help
PA State Tax Filing Deadline Moved, Office update
In this period of change due to the COVID-19 threat, we have seen how decisions by government officials alter by the hour. As a result of this, after we sent out our announcement on Friday,
The Solo 401(k)
Do you work for yourself? Then you may want to consider the solo 401(k), which marries a traditional employee retirement savings account to a small-business, profit-sharing plan. To have a solo 401(k), you must either
Market Concerns: Your Questions, Answered
Often, God shows the “experts” just how little they know and how poor they are at predicting the future. Last fall, everyone was concerned about a potential recession. Since then, fears had calmed down and
That First Distribution from Your IRA
What you need to know. When you are in your seventies, Internal Revenue Service rules say that you must start making withdrawals from your traditional IRA(s). In I.R.S. terminology, these withdrawals are called Required Minimum
Annual Financial To-Do List
Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the
A 2019 Market Review
Wow, what a ride! Since 2009, the markets have experienced tremendous growth. Many have been surprised that the markets have performed so strongly over the past 10 years. It seems like every other week we