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
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
Traditional Vs. Roth IRA
Do you know the difference? Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned by roughly 33.2 million U.S. households. Roth IRAs, however, were created as part of the Taxpayer Relief Act
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
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
Insurance Needs for Empty Nesters and Retirees
Thinking about coverage as you enter a new phase. With the children now out of the house, financial priorities become more focused on preparing for retirement. At this stage, you may very likely be