The CARES Act

The CARES Act

The CARES Act The CARES Act and its impact on retirement plan distributions HOW QUICKLY THINGS CAN CHANGE. Last month, we were discussing the new SECURE Act and the impact it had on many of our members and their families. Due to the coronavirus pandemic, the recently...
The SECURE Act

The SECURE Act

The SECURE Act The SECURE Act and how it may affect your retirement planning AT THE END OF LAST YEAR, a new law took effect that was designed to increase access for more Americans to tax-advantaged accounts and prevent older Americans from outliving their assets. The...
Inherited IRAs

Inherited IRAs

What you need to know as the beneficiary of someone’s IRA WHEN SOMEONE NAMES YOU as the beneficiary of their individual retirement account, or IRA, you will find yourself at the intersection of estate planning, financial planning and tax planning. That’s one...
Resolve to be Prepared

Resolve to be Prepared

Proper planning will make things easier for your loved ones. HAPPY NEW YEAR and welcome 2017! This is the time of year for resolutions. According to Nielsen surveys, the most popular New Year’s resolutions are to get in better physical shape and lose weight. But, most...
‘Tis the Season for Reviewing

‘Tis the Season for Reviewing

Take time now to ensure your beneficiaries are up-to-date IT’S HARD FOR ME to believe that Christmas is just around the corner. Where did this year go?? Christmas is a wonderful time of year, filled with joyous holiday gatherings and quality time spent with friends...
Trending Upwards

Trending Upwards

Study shows growing awareness of need for life insurance. IN RECENT MONTHS, I have focused on the insurance needs of the Millennial and X generations as well as the special needs of children and business owners. This month, as we gather with friends and relatives to...