Filed under: General
On December 20, 2019, President Trump signed, The Setting Every Community Up for Retirement Enhancement (SECURE) Act into law. Below are some of the key changes: 1. Reduction to the “stretch IRA” limits for most non-spouse beneficiari...
Filed under: Financial Planning
As 2019 draws to a close, we have included our “What Planning Issues Should I Consider Before the End of The Year?” checklist. If you have experienced any changes with your finances or if you would like to discuss any of these items in gre...
Filed under: General
PERFORMANCE Different quarter, similar story: U.S. stocks and bonds both moved higher in the third quarter. Major stock indices flirted with all-time highs reached earlier in the year, and bonds continued to be fueled by both strong demand amid ...
Filed under: Education and Insights
You may have heard some recent buzz on a new retirement bill. On May 23, 2019, The House of Representatives passed The Secure Act, which stands for “Setting Every Community Up for Retirement Enhancement”. Assuming the bill gets through the S...
Filed under: Education and Insights
Halftime Report with Jeff Kleintop – With many questions being raised about the economy and financial markets, we are pleased to share a conversation with Jeffrey Kleintop, CFA® Senior Vice President, Chief Global Investment Strategist at C...
Filed under: Education and Insights
The “D” Word No one wants to think about — and even more so talk about — the “D” word…death. We often tip-toe around the topic before it happens and then once a death occurs it is a forced discussion. I recently attended a dinner w...
Filed under: Education and Insights
Jim Niedzinski, CFP®, AIF®, Wealth Advisor at Planning Alternatives, shares how to save taxes on charitable donations and make giving easier with a donor-advised fund. Jim Niedzinski is in his 20th year as a wealth advisor. He specializes in ...
Filed under: Education and Insights
We share timely insights on the economy, markets, and our commitment to assisting you to preserve your family’s financial legacy. WEBINAR TOPICS INCLUDE: Our outlook for the economy and financial markets. An overview of how our portfoli...
Filed under: Education and Insights
We have an aging population, by 2030 all baby boomers will be over the age of 65. The number of Americans age 65 and older is projected to more than double from 46 million today to over 98 million by 2060, and the 65 and older age group’s shar...
Filed under: Thoughts on Money
This time of year is often referred to as the giving season and for the right reason: Americans tend to give more in the last quarter of the year than any other. According to the Nonprofit Research Collaborative, over half of the nonprofit organ...
Filed under: Education and Insights
THANK YOU FOR YOUR INTEREST — Due to an overwhelming response, this event has reached maximum capacity and registration is closed. If you would like to learn more about future events and workshops in 2019, please leave your contact info...
Filed under: Education and Insights
by Brent Bell, CFP®, MS Yes, You Can Retire Early! Yes, You Can Access Your Retirement Plan Assets! No, You Don’t Have to Pay a Penalty! Early Retirement and the Early Distribution Dilemma Picture this: You’re 52 years old, you’ve bee...
