IRA

Proposed IRA Changes and Roth Tax Tips

Last month some new IRA changes were proposed. How could these possible changes impact your financial future and your family’s?

Read More

The Season of Giving

Giving Tuesday was this week and we are entering the most charitable time of the year. What do you need to know about charitable giving and taxes?

Read More

Important Ages in Retirement

What should you be planning for as you reach 50? What is the best age to take Social Security? Today, we are going to go over some key ages to be aware of as you plan for and approach retirement.

Read More

Bonds, Interest Rates, and Tax Proposals

You’ve probably heard about the recent tax proposals in Congress. How will they affect your financial future if they pass? Today we will discuss these proposals, while also taking it back to 1981 to discuss bond rates.

Read More

The Latest Financial Update on Coronavirus

As we approach the third month dealing with the coronavirus health crisis, let’s get an update on where things stand. Don will tell us how he’s dealing with the quarantine, what clients are concerned about, and the adjustments you might want to consider.

Read More

Revisiting the SECURE Act: Inherited IRAs

Have you heard of inherited IRAs? The SECURE Act changed a lot of rules, including the details surrounding the inherited IRAs, so you’ll want to know how to plan accordingly.

Read More

Use the 3rd & 4th Quarter to Get Your Finances Organized

The second half of the year can be a great time to evaluate your portfolio and take the necessary steps to get your finances organized. If you don’t know where to start, we’ll give you a checklist of items you should be focused on during the 3rd and 4th quarter.

Read More

How The SECURE Act Might Impact Your Retirement Planning

The SECURE Act passed in the House and brought with it 29 provisions that would change some of the decisions and actions you’ll take when planning for retirement. What are some of the top things you should be aware of?

Read More