Year-End Estate Strategies
What you need to know to get ready for the end of the year. With one year ending and a new one on the cusp of starting, many people will consider their resolutions—not their
End-of-the-Year Money Moves
Here are some things you might consider before saying goodbye to 2020. What has changed for you in 2020? For many, this year has been as complicated as learning a new dance. Did you
Who Is Your Trusted Contact?
This vital investment account question should be answered sooner rather than later. Investment firms have a new client service requirement. They must now ask you if you would like to provide the name and
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
A Checklist for When a Spouse or Parent Passes
An overview of some of the fundamental steps to take. When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are arrangements
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
Roth IRA Conversion in the Era of COVID-19
Is it right for you? The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement. However, difficult times may open doors to
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,
COVID-19 Office Update, Mnuchin Announces Federal Tax Day Moved
Dear Clients – As we have all seen in the past few weeks the situation with the COVID-19 pandemic has been an ever-evolving situation as our government officials grapple with determining the best approach to