Roth Retirement Savings Strategies
We take a look at the new rules for FDIC insurance limits for bank deposits owned by trusts. The good news: It will be simpler to calculate.
Corporate Retirement Plans articles
Using Qualified Charitable Distributions to Support Charities
Exploring the Power of a Deferred Sales Trust for Financial Flexibility
Business Health and Employee Financial Wellness
Financial wellness programs are a win-win for employers and employees. We break down why it’s a smart move for businesses.
Maximizing Profits and Tax Efficiency
Exploring the Power of a Deferred Sales Trust for Financial Flexibility
Key Provisions of the SECURE Act 2.0
The new law expands savings opportunities and provides a new option for unused 529 plan balances.
Through Thick And Thin
2020 was without a doubt an interesting year. Despite all the challenges, the economy rebounded sharply. What does the future have in store for 2021?
2021 Retirement Plan Contribution Limits
Learn how much you can contribute in 2021 toward your retirement.
Subzero Oil Prices and the Storage Problem
U.S. crude sold at -$37.63 a barrel on Monday, a historic drop below zero. How did we get to this point in the oil and gas industry?
Outlast The Storm
You can’t control the stock markets nor stop COVID-19. Managing investments in the midst of the pandemic.
The End of the Stretch IRA
The SECURE Act eliminated a popular feature, the “Stretch IRA.” Learn how this will impact your estate planning and charitable contributions.
Tax Day Delayed To July 15
As COVID-19 grips the nation, the IRS delayed the deadline to file and pay federal income taxes. Read more.
Our Response To COVID-19
Our offices are open and our services continue uninterrupted. Read more.
SECURE Act Significantly Impacts Your Retirement Planning
If you have an IRA heading into 2020, here’s what you need to know about the new tax law and how it may impact your retirement and estate planning.
Doing the Limbo
Our Chief Investment Officer looks back at 2019. Stock returns were very strong, but the bond market forced investors to play the limbo game.
A Christmas Gift to Your Future Self
Make your end-of-year bonus increase your retirement readiness. Take a look at how much you can contribute in 2020 towards your retirement plan.
Upside Down
Making Sense of the Recent Yield Curve
The Fiduciary Rule: What It Means For You
We have served our clients with a fiduciary duty since our founding in 1981.
The New Tax Law & the Economics of Divorce
Understand the new tax law before untying the knot
Trying Not To Be a Dodo
Changing Political Climate Threatens Fiscal Conservative Species
Is Fiscal Discipline Extinct? – Bob’s Market Observations
Does anyone care about government spending and debt? And who will pay the bill?
How Health Problems Become Wealth Problems
Effective retirement planning involves being healthy. Learn how to protect your wealth and your health after you retire.
Collecting Spousal Social Security Benefits
Social Security benefits are an important component to retirement planning. Here’s what you need to know about receiving Social Security on your spouse.
Staying on The Yellow Brick Road
Financial exploitation and elder abuse continue to rise. How can you protect yourself and your lifetime savings? Read Lesa’s article.
Beyond Our Borders: Why You Should Be Investing in International Markets
It is important to invest in international stocks. Here’s why.
DPOA: A Document With Super Powers
A Durable Power of Attorney is a super document. It allows a trusted representative to act in your place. Learn how a DPOA can help you.
Playing Hoops With the IRS
Are you a small business owner or investor? Please meet Qualified Business Income (QBI) deduction.
Happy Birthday, Batman!
Batman, the first comic strip trust fund baby, turns 80 today. What lessons can we draw from the Dark Knight?
My Aunt’s Close Call – Bob’s Market Observations
Luckily, one day, Bob discovered that a beneficiary document his aunt signed could put her estate plan at risk of entering the troubled probate waters.
2019 Taxes Cheat Sheet
Easily find out how much you owe the IRS on income taxes, long-term investment capital gains taxes, or trust taxes. A printable cheat sheet to keep on your desk.
Jobs of the Future – Bob’s Market Observations
“Many jobs in the future aren’t even in existence today.” Are we unprepared for what’s coming? Read more.
Alzheimer’s and Dementia Patients Are Easy Prey For Scammers
Each day, Alzheimer’s or dementia patients are at a high risk of being financially exploited. Learn how to spot it and how to prevent it.
“Drill, Baby, Drill”
The oil and gas market has been a rollercoaster. Oil barrels reached the $75 price range then dropped again. What does 2019 hold for the energy industry?
The Return of Volatility
It was a challenging year for investors. We wrapped up 2018 with a second 10% correction for the year. What’s driving investor anxiety and how does 2019 look like for the markets?
Cracking The Medicare Code
What You Need To Know Before Signing Up for Medical Coverage.
Qualified Charitable Distribution
Maximize your charitable gifts while saving on Medicare, income taxes and Social Security. Learn how making contributions directly from your Individual Retirement Account (IRA) can be good for the nonprofit and for your pocket.
Tariffs And Raisins – Children Pick Up On The Darndest Things
The Trump administration recently imposed steep tariffs on several countries, including China. In retaliation, China imposed tariffs on American products. This isn’t the first time the U.S. grapples with competitive tariffs, though. Learn more about our country’s history of tariff conflicts and the current conflict’s impact on our economy.
Catching Up with Your Retirement Savings
Most Americans don’t have enough saved for retirement. Is your nest eggs not where it should be? Are you not maxing out your 401(k) contributions? Don’t panic. There’s still time to catch up with a few strategies and enjoy financial peace of mind soon.
Decrypting the Bitcoin Bubble
The cryptocurrency’s meteoric rise in 2017 had the investment community in awe. Today, the Bitcoin phenomenon has turned into a bloodbath. Investors’ confidence is gone. Read an interview with Senior Vice President Michael Abboud about Bitcoin’s rise and fall.
Tax Reform: How It Affects You
Congress recently passed the largest piece of tax reform legislation in more than three decades. The bill affects most taxpayers. One area is the ability to deduct charitable contributions. Vice President Emily Crain broke it down to what you need to know.
Top 5 Retirement Planning Mistakes
Along with getting married and having kids, retiring is one of the most serious decisions you will make in life. If you plan carefully, your retirement years can be filled with joy and financial independence. But the alternative can lead you to serious financial problems. Here are our top 5 retirement planning mistakes to avoid in order to achieve a successful retirement.
Why You Might Want Both a Traditional 401(k) and a Roth
Planning for retirement involves balancing what you’re willing to set aside now with what you’ll pay in taxes while in retirement. Splitting your retirement savings between a traditional 401(k) and a Roth 401(k) — or IRA — is sound planning.
Taking Shortcuts on Retirement
Deciding when to retire is a very important financial decision. Some choose to retire later in life.
Roth Rules
How to Make a Roth Work for You
Fees Matter
In Debi Combs article, Fees Matter, she explains the importance of knowing what fees are being charged in your 401(k) plan and how those fees can effect your bottom line at retirement.
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