The end of the year should be a time to celebrate, stressing about aspects of your year-end financial checklist that you might have missed should not be part of it. In this video we share 5 items that need to be on that checklist and tips on getting them checked off.
If you like roller coasters then 2020 has been the year for you, and you’re in luck - the 2020 market roller coaster ride might be far from over. This leads many of us to wonder: When will this ride end? Some might be asking themselves: Can I get off?
Health Savings Accounts (HSAs) are an excellent tool to assist with short and long term medical expenses. This video covers 3 easy steps to help ensure you are taking full advantage of your plan.
The CARES Act significantly impacts Required Minimum Distributions (RMDs) for 2020. This video applies to those currently taking or just starting to take their Required Minimum Distributions from their retirement accounts in 2019-2020. For our clients who are not at that stage yet, we encourage you to forward this video to anyone you think could use this information, especially since a key deadline within the CARES Act is rapidly approaching at the end of August.
On March 27th, 2020 the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law by President Trump. This Communiqué will focus on the provisions of the CARES Act that impact many of our clients.
The Setting Every Community Up for Retirement Enhancement Act (The SECURE Act) was part of the most recent $1.4 trillion year-end spending bill, approved by the Senate on Dec 19th, 2019, and subsequently signed into law by President Donald Trump. The act was part of an end-of-year appropriations bill and accompanied by provisions that impacted the nation’s retirement system. The goal of these provisions is to provide additional opportunities for Americans to save in order to strengthen their retirement base.
We help our clients achieve financial independence...not necessarily "retirement" but instead, having the ability to have the life you look forward to and knowing you have the financial ability to step away from you job or career - even one that you might enjoy so that you might realize other long term objectives.
This is included in our fee and part of what we offer to every client.
CloseYoung couples, and frequently grandparents, ask about planning for the education of children or grandchildren. We regularly/routinely prepare education funding computations so that parents and grandparents can plan for the education of their children.
This is included in our fee and part of what we offer to every client.
CloseWhether it involves long-term care planning, a review of existing life insurance policies or something as mundane as a review of your home and automobile liability coverage, we can assist you in determining whether you have the proper coverages. We are not insurance agents but we do know what to look for in your policies and determine whether or not you need to make changes.
This is included in our fee and part of what we offer to every client.
CloseAre you struggling to understand how the new tax laws impact your family? We can help you determine what strategies can be used to minimize your income taxes and can structure your investments to minimize your tax burden.
This is included in our fee and part of what we offer to every client.
CloseDo you have an up to date estate plan? We regularly work with attorneys to make sure that your plan documents are current and achieve your dispositive objectives and meet all of your concerns.
This is included in our fee and part of what we offer to every client.
CloseDo you use appreciated securities for your charitable giving? Have you considered how a donor advised family fund might actually save you taxes and be used for your annual charitable giving? We can help .... from explaining the concepts all the way through execution.
This is included in our fee and part of what we offer to every client.
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