2024 Year-End Tax Tips
Here are some things to consider as you weigh potential tax moves between now and the end of the year. 1. Defer income to next year Consider opportunities to defer income to 2025, particularly if you think you may be…
Retirement Strategy: How Much Should I Save?
"Will I outlive my retirement money?" This is one of the top fears for people who are starting to prepare for their retirement years. Determining how much money you need in retirement is a process. It shouldn't be a number…
August Is National “Make a Will” Month
August is National “Make a Will” Month, and it’s a great annual reminder to update your will if needed and create a will if you don’t have one already. A will is an important estate-planning document that can help you…
5 Empowering Investment Strategies for Women
On International Women's Day this year, we had the honor of speaking to a group of professional women about financial planning strategies they can implement today. We wanted to share with everyone an overview of what we covered as so…
How Your Money Mentality Changes in Retirement
Reaching retirement can feel like crossing the finish line at the end of a 30-, 40- or even 50-year-long marathon. What does retirement look like for you? Everyone reading this right now, probably just had a different answer to that question.…
IRA and Retirement Plan Limits for 2021
Many IRA and retirement plan limits are indexed for inflation each year. While some of the limits remain unchanged for 2021, other key numbers have increased. IRA contribution limits The maximum amount you can contribute to a traditional IRA or…
IRS Clarifies COVID-19 Relief Measures for Retirement Savers
The Coronavirus Aid, Relief, and Economic Security (CARES) Act passed in March 2020 ushered in several measures designed to help IRA and retirement plan account holders cope with the financial fallout from the virus. The rules were a welcome relief…
Updated: CARES Act Provides Relief to Individuals and Businesses
As more information has become available over the last few weeks, we want to provide an update regarding the CARES Act to help clarify any questions you may have about this relief package and how it impacts you. There is likely to…
CARES Act Provides Relief to Individuals and Businesses
On Friday, March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law. This $2 trillion emergency relief package is intended to assist individuals and businesses during the ongoing coronavirus pandemic and accompanying economic crisis.…
2020 First Quarter (Q1) Market Commentary
Most economic slowdowns occur over time with a slow deterioration of Employment, Consumer Confidence, and Gross Domestic Product (GDP). Companies generally tighten their belts and the Fed and Government make monetary and fiscal policy changes to help soften the blow…