It wasn’t that long ago when our money and assets were safe, or at least there was a high degree of perceived safety. Investment accounts were secured by SIPC insurance. The same could be said about FDIC-insured bank accounts. And, if you spotted a fraudulent charge on your credit card, all that was required was […]
Keep Ahead of the Scammers Read More »
Happy New Year, and welcome to 2022! Let’s take a moment to summarize what happened in the markets and wrap up 2021. Omicron is here. While the jury is still out on the relative severity of this strain, it appears to be a continuing challenge for healthcare systems across the U.S. If omicron didn’t impact
2021 Performance Review Read More »
The holidays are always hectic but consider carving out some time for year-end financial matters. A number of questions about proposed changes in the tax code have come our way. As the Build Back Better Act winds its way through Congress, early proposals have fallen by the wayside. Changes in individual income tax rates, increases
Checklist for Year-End Planning Read More »
Let’s ask a question that seemingly has an obvious answer. Why is estate planning important? First of all, when many hear the term “estate planning,” they quickly envision those who own mansions, various real estate holdings, large stock portfolios, expensive toys, and priceless heirlooms. Please, put that stereotype out of your mind. Everyone should have
Seven Deadly Estate Planning Mistakes to Avoid Read More »
In late 2019, the president signed the SECURE (Setting Every Community Up for Retirement Enhancement) Act into law. Required minimum distributions (RMDs) for employer-sponsored plans and IRA accounts were raised from 70 ½ years to 72 years old. It was a welcome change. The act also included smaller changes that aided workers saving for retirement.
SECURE Act 2.0 (Setting Every Community Up for Retirement Enhancement) Read More »
Are you on track to retire comfortably? What are your financial goals? How much income will you need to generate each month when you have retired? What might be some of your longer-term goals outside the financial arena, but goals that would be aided by a larger pool of savings? Our regular check-ins are designed
7 Ways to Stay on Track and Meet Your Retirement Goals Read More »
Did you buy your home many years ago? Or have you been in your current place for just a few years? There are plenty of reasons to sell and seek out a house that is smaller and one that fits your lifestyle. On the flip side, there are reasons you may want to stay in
Is It Time To Downsize Your Home? Read More »
Individuals, foundations, bequests, and corporations gave an estimated $449.6 billion to U.S. charities in 2019, according to findings in Giving USA 2020: The Annual Report on Philanthropy for the Year 2019. Individuals accounted for an estimated $309.7 billion, up 4.7% in 2019 versus the prior year. Foundations added an estimated $75.7 billion, while another $43.2
Donating to Charity & Possible Higher Taxes on Capital Gains Read More »
One year ago, the World Health Organization had recently declared that the spread of Covid-19 constituted a worldwide pandemic. Stringent measures in the U.S. were being taken to slow the spread of Covid and “flatten the curve.” Lockdowns and shelter-in-place orders dealt a tremendous blow to U.S. economic activity. Investors, with no prior experience to
COVID – One Year Later Read More »
“Stop in the name of love, before you break my heart.” We know The Supremes weren’t alluding to the pitfalls couples face when they grapple over money issues. But our own experience tells us that money plus love can lead into minefields we’d rather avoid. So, let’s recognize the obvious. Financial matters are an important
Money Problems Couples Can Avoid Read More »
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