Library

Rebecca Galliford, CFP®

Wealth Management Consultant

Financial Planning » 10 Financial New Year’s Resolutions for 2021

January 08, 2021 | Financial Planning

The start of a new year goes hand in hand with making resolutions, and financial health tends to be one of the most popular topics. Although not all new year’s resolutions are successful, the list below should give you a good idea on how to keep financial resolutions throughout this year and …

Margaret Jeffries, CFP®

Wealth Management Consultant

Financial Planning » Rollover Reminder: Deadline Approaching

August 17, 2020 | Financial Planning

As the end of August quickly approaches, it’s worth reminding retirement account owners and beneficiaries that they have until the end of the month to return (rollover) any Required Minimum Distribution (RMD) amounts withdrawn so far in 2020. Individuals should also ensure that they’ve …

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 …

Margaret Jeffries, CFP®

Wealth Management Consultant

Financial Planning » Is Now the Time to Convert a Traditional IRA to a Roth IRA?

May 18, 2020 | Planning for Retirement

Traditional and Roth IRAs are two powerful tax-advantaged savings vehicles. The primary difference between the two is that qualified contributions to a Traditional IRA are deducted from taxable income the year made and included in taxable income when withdrawn. On the other hand, Roth …

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 …

Margaret Jeffries, CFP®

Wealth Management Consultant

Financial Planning » Keeping an Eye on Recent Rulings as the SECURE Act Looks to Pass

December 18, 2019 | Financial Planning

News about finances, health care, and estate planning is constantly changing – modification in laws and regulations can be confusing, and it’s difficult to know how your finances will be affected. Below we outline a few of the most recent changes, particularly proposed updates to retirement …


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