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Financial Planning » Your Financial Planning Questions, Answered
April 30, 2020 | Financial Planning
A sudden downturn in the markets usually gets individuals and families thinking about their personal finances. At a time like this, it’s important to make sure your financial plan is still in a place to succeed, no matter how long the volatility may last. Below, we’ve outlined some of the most …
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All AudiencesFinancial Planning » Highlights of the CARES Act
March 30, 2020 | Financial Planning
Congress and President Trump have come to an agreement on a $2 trillion relief package, called the Coronavirus Aid, Relief, and Economic Security (CARES) Act, to ease the economic impact of the Coronavirus pandemic. This legislation touches all areas of the economy, and we have summarized some …
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All Audiences
Financial Planning » Understanding the SECURE Act: Inherited IRAs and the “Stretch” Concept
March 05, 2020 | Financial Planning
The SECURE Act, which was signed into law late last year, has several provisions that impact distribution rules for IRAs. Arguably the most noteworthy change is the partial elimination of the “stretch IRA”. Starting in 2020, for IRAs passing to certain beneficiaries – non-eligible designated …
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IndividualsFinancial Planning » Prosper, Volume Two
May 15, 2019 | Financial Planning
Our Family Wealth Management team is committed to helping people navigate the complexities and uncertainties that exist when preparing financially for their futures. In Prosper, we address a diverse range of planning challenges to ensure your legacy lives on, including useful information on …
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Individuals
Spotlights » Getting Started With Estate Planning
March 26, 2019 | Estate Planning
Estate planning can be overwhelming. It involves complex topics and decisions that cause many people to put it off altogether. We will walk you through the basics of estate planning and provide resources that can help you develop your financial plan, including our popular guide to estate planning.
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IndividualsFinancial Planning » 2019 Contribution Limits: What You Need to Know
February 26, 2019 | Tax Planning
As many people are planning for their 2019 tax strategy, the IRS has released details about how much can be saved in tax-deferred accounts this year. I’m happy to report that contributions to most types of retirement accounts will be increasing – changes over recent years have been fairly modest. …
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IndividualsFinancial Planning » Webinar: Important Tax, Savings, and Benefit Updates for 2019
February 14, 2019 | Financial Planning
Every new year seems to bring changes to tax laws, Social Security benefits, healthcare, and more. 2018 in particular ushered in significant changes under the Tax Cuts and Jobs Act. In many cases, some of this information can be difficult to locate or understand which can make …
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IndividualsFinancial Planning » 2019 Tax & Planning Guides
February 06, 2019 | Tax Planning
Every new year seems to bring changes to tax laws, Social Security benefits, healthcare, and more. In many cases, this information can be difficult to locate or understand. Our popular reference guides break down exactly what you need to know about taxes, Social Security, …
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Individuals
Financial Planning » Year-End Tax Planning Considerations
November 29, 2018 | Tax Planning
With the holidays upon us, now is the time to start thinking about year-end tax planning strategies. While tax reform may result in a lower overall tax bill for many, there are simple steps that could further reduce tax burdens. Below, we highlight some important strategies that are worth looking …
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Individuals
Financial Planning » Why Aretha Franklin’s Lack of An Estate Plan is a P-R-O-B-L-E-M
October 04, 2018 | Estate Planning
Following in the footsteps of other famous musicians including Prince, Michael Jackson, Jimi Hendrix, Kurt Cobain, and Bob Marley, Aretha Franklin passed away without an estate plan. As a result, rather than personally making decisions about the distribution of her estimated $80 million estate, …
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Individuals