Search
Filter by type
Stay up-to-date with our latest insights and resources during COVID-19. Learn more
December 17, 2020 | Tax Planning
With the holidays just around the corner, many of us are ready to ‘close the books’ on this year and move on to 2021. Even if we feel like looking ahead, the final few weeks of the year is a great time to take stock of your finances and consider some simple steps that may meaningfully improve …
Audience
IndividualsJuly 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 …
Audience
IndividualsApril 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 …
Audience
All AudiencesMarch 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 …
Audience
All AudiencesMarch 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 …
Audience
IndividualsMay 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 …
Audience
IndividualsMarch 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.
Audience
IndividualsFebruary 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. …
Audience
IndividualsFebruary 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 …
Audience
IndividualsNovember 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 …
Audience
IndividualsLoading...