Library

Tom Stedman

Associate Wealth Management Consultant

Financial Planning » Long-Term Care Month: The Costs

December 07, 2020 | Retirement Plans

Long-Term Care (LTC) not only requires logistical planning, but also careful cost consideration. In our last post, we detailed the specifics of who may need LTC and what kind, and now we’re digging into the cost of preparing yourselves for these types of substantial costs. Based on information …

Tom Stedman

Associate Wealth Management Consultant

Financial Planning » Long-Term Care Month: What You Need to Know

November 25, 2020 | Retirement Plans

November is National Long-Term Care Awareness Month. With the holiday season right around the corner and many discussions to be had around the dinner table (or Zoom call) with your loved ones, now is the perfect time to learn about long-term care and begin the conversation with your family. …

Tom Stedman

Associate Wealth Management Consultant

Financial Planning » Take Advantage of the Extended Tax Deadline

July 07, 2020 | Financial Planning

In response to the Coronavirus pandemic, on March 21, 2020, the Internal Revenue Service (IRS) automatically extended the federal income tax filing due date from April 15, 2020, to July 15, 2020. While talks fell short of extending the deadline past July 15th, the IRS urges taxpayers to request …

Tom Stedman

Associate Wealth Management Consultant

Financial Planning » Update: IRS Releases Guidance on RMD Distributions

June 26, 2020 | Planning for Retirement

In response to the Coronavirus and its impact on the nation’s economy, President Trump signed into law the CARES Act (Coronavirus Aid, Relief, and Economic Security Act) on March 27, 2020. Provisions in the Act waived required minimum distributions (RMD) from tax-deferred retirement accounts …

Tom Stedman

Associate Wealth Management Consultant

Financial Planning » Highlights of the Newly Enacted SECURE Act

December 20, 2019 | Financial Planning

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is designed to expand and preserve retirement saving options for more Americans. While the Act introduces nearly 30 new amendments to the Internal Revenue Code, we highlight 12 changes we believe will be the most impactful for …


Loading...