Wednesday, May 20, 2020
Between the recent market volatility and the heightened health and safety concerns that many people are experiencing, it is natural and to be expected that investors have questions about their retirement accounts. A few months ago,...
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Friday, April 24, 2020
According to the Social Security administration, the number of retirees claiming social security early had been on the decline for some time leading up to 2007. That was before the global financial crisis occurred from 2007-2009, in...
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Wednesday, March 25, 2020
The investor playbook is to always follow your investment plan. The only thing worse than not having a plan, is abandoning the one you have. The stock market has already suffered declines similar to those associated with recessions....
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Wednesday, February 19, 2020
SECURE Act Changes You Need to Know About The SECURE Act is finally here and officially law now starting in January 2020. The bill has had wide bipartisan support for some time, and it was finally slipped into the December budget...
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Wednesday, January 22, 2020
Most Popular Strategies from New Tax Code: Bunching Charitable Contributions Part 3 of 3 The Tax Cuts and Jobs Act (TCJA) tax bill will be in its 3rd year in 2020, for a total of only 7 years. The new tax law has created a very...
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Wednesday, December 18, 2019
Most Popular Strategies from New Tax Code: Qualified Charitable Distributions (QCD’s) Part 2 of 3 In part 1 of this 3-part series we spoke about how great Roth Conversions are under the new tax code and why now is a fantastic...
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Monday, November 18, 2019
Part 1 of 3 We are well into the second half of the year in 2019 which means it is time to start thinking about what year end planning needs to be done. There are some VERY popular strategies that have come from the new tax code but...
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