Whether enrolling in Medicare for the first time or preparing for the Medicare open-enrollment period, it pays to review plan options and choose the most appropriate coverage for your circumstances.
Get Medicare Savvy
Applying the Principles of Planning to Emergency Situations
News of western wildfires are dominating the headlines. Many of us who thought we were not at risk of being evacuated from our homes now have a heightened awareness of how important it is to plan for the unexpected.
Communicating Your Values Through Legacy Planning
Values-based estate planning aligns the distribution of one’s assets with their personal beliefs. This article some examples of values that our clients have communicated over the years and how that is conveyed in their estate plan.
Wealth Management Webinar Recording: Planning for the Known and Unknown
Video recording of our wealth management webinar, “The Known and Unknown,” which was presented on August 18, 2020.
Preparing for Fire and Other Risks
Planning for the risk of unknown events is a key component of a solid financial plan. In the following video, Josh Frankel, CFP® addresses five ways to manage risk as well as long-term care and personal liability insurance considerations. The accompanying article includes fire safety resources and some tips on protecting yourself financially through fire and other losses.
Third Quarter 2020 Wealth Management Strategy: Planning for the Known and Unknown
Third Quarter 2020 Wealth Management Strategies: Planning for the Known and Unknown, by Mary Lago, CFP, CTFA.
Wealth Management Insights Third Quarter 2020
Update: Required Minimum Distributions Are Waived for 2020
The Coronavirus Aid Relief and Economic Security (CARES) Act waives required minimum distributions (RMDs) from retirement accounts for 2020.
Wealth Management Webinar Recording: Strategies for Now and Later
On June 22, members of our wealth management team revisited timely strategies regarding retirement, charitable and estate planning.
We Need a Reason to Celebrate … How About National 529 Day?
With the COVID-19 pandemic creating slight confusion on what day it is, much less what month we are in, some of us may not have seen National 529 Day on our calendars.
Simple, Powerful Steps to Take Before Your Estate Planning Meeting
With the onset of the COVID-19 pandemic, there seems to be a rush on clients seeking estate planning advice. There is certainly no replacement for personal advice from qualified counsel, but there are a few things you can do in the interim.
Wealth Management Strategies for Now and Later
Executive Vice President, Mary Lago, CFP, CTFA, discusses strategies clients can employ for their long-term financial health.
Roth IRA Conversion Considerations
Roth IRAs are after-tax retirement accounts. While not tax deductible when they are funded, they grow tax free and withdrawals are income tax free provided they are withdrawn after age 59 ½. Additionally, most Roth IRAs are not subject to required minimum distributions.
Important 2020 Tax Season Reminders
Federal and states governments are working hard to provide support and relief to taxpayers during the COVID-19 global pandemic. One element that will ease the burden on taxpayer cashflow is the delay in due dates for filing and paying your 2019 taxes.
Planning for Healthcare in Retirement
Our health and well-being during this pandemic is a top priority. While there are things about managing our healthcare that we cannot control, we do have options to plan for the financial impact.
Deferred Federal Tax Payments and Tax Filings Announced
In an effort to reduce the burden on taxpayers during the COVID-19 pandeminc, Secretary Mnuchin announced deferring Federal tax filing and payments.
Hit by Cupid’s Arrow but Not Tying the Knot? Tips for Unmarried Cohabiting Couples
Have you been hit by Cupid’s arrow but you’re not ready to tie the knot? An increasing number of couples are moving in together before marriage, or don’t plan on getting married for any number of reasons. What many couples who move in together don’t realize is that their assets could be at risk in ways they don’t imagine.
The SECURE Act Creates Significant Changes for Retirement Plans
In one of the most significant retirement legislation changes in a decade, the President and Congressional leaders recently approved a bill that will have an impact on certain retirement funds.
'Tis the Season for Year-End Financial Planning
Time seems to move faster as we approach the holiday season. Beyond the festivities, there are a number of year-end considerations that could potentially optimize your 2019 tax liability.
Allowance Can Be the Best Treat for Kids
This is a great time of year to remind children of the long-term benefits of cash over candy. Beyond Halloween, teaching kids sound money-management skills will serve them well throughout their lives. A good place to start is with an allowance.