Posts

6 Key SECURE Act Takeaways for Individual Investors

January 23, 2020

Review key changes that may affect your retirement and estate planning.

Passed in December, the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 has wide-reaching impacts on retirement savings and estate planning for many Americans.

Review some of the new law’s key components below. Your advisor can help provide more detail and recommend adjustments to your retirement and estate plans, if warranted.

View Full Article Here

 

Laying the Groundwork for Tax Season

January 10, 2020

Smart moves at the beginning of tax season can help get your financial house in order.

Contrary to popular belief, tax planning isn’t limited to the months between year-end and April 15. In fact, smart tax planning goes beyond deductions and credits and should be incorporated throughout the year. As Americans prepare to file their returns, let’s take a look at what we should be thinking about for tax season and beyond.

View Full Article Here

Benefit from Your Birthdays

The road to and through retirement is dotted with time-sensitive financial planning milestones.

January 23, 2018

Not all birthdays are about a driver’s license, getting to vote or toasting with a glass of wine. Some are important to your comfort in retirement, too. No matter who you are, the years leading up to and during retirement contain a number of key financial planning opportunities worth capitalizing on. You and your spouse may hit these dates at different times, so be sure to coordinate before making any decisions.

Full Article Here