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Financial Planning » Webinar: Important Tax, Savings, & Benefit Updates For 2020
February 06, 2020 | Financial Planning
Every new year brings changes to tax laws, Social Security benefits, healthcare, and more. Some of this important information can be difficult to locate or understand which can make creating a comprehensive plan challenging. Additionally, the passage of the SECURE Act at the …
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Financial Planning » 5 Tips for Saving Money and Paying Off Debt in 2020
January 27, 2020 | Financial Planning
We are almost at the end of January, a time when our New Year’s resolutions may begin to falter. If one of your resolutions is to start saving more money, or to pay down debt (or even both!), the tips below may help you get back on track and regain the momentum to accomplish your resolutions. …
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All AudiencesLibrary » Webinar: 2020 Outlook - Cutting Through the Noise
January 10, 2020 | Financial Planning
The end of the decade brings some uncertainty for the conscientious investor. The news cycle has been chaotic, and it’s difficult to understand what’s relevant to today’s financial markets. But none of this means disaster for the economy. In our 2020 Outlook webinar, …
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All AudiencesFinancial Planning » Webinar: Breaking Down the SECURE Act
January 07, 2020 | Financial Planning
The SECURE Act has officially passed, but what exactly does it mean? As the biggest retirement legislation in a decade, it can be tough to understand all of the ways this may actually impact your family. Watch now as our team of experts tell you what you need to know. You can …
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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 …
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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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Individuals
Financial Planning » 2020 Qualified Plan Limits
November 20, 2019 | Financial Planning
Well… it’s that time of year again. Red and gold leaves drift by the window. The pitter-patter of little goblin feet trails off into the chilling night. The gales of November seem too early. And, the IRS announces the qualified plan limits for the next year. The full text of IRS Notice 2019-59 …
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Individuals
Financial Planning » Lifetime Legacy vs. Leaving a Legacy
November 08, 2019 | Financial Planning
Traditionally, most retirees’ approach to retirement has been to live frugally to leave a financial legacy to their families, friends, and charities after they pass away. This approach helps to protect retirees against the fear and/or risk of outliving their wealth. However, many would argue it …
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IndividualsLibrary » Webinar: High Yield Bond Series
September 27, 2019 | Financial Planning
With interest rates hitting historic lows, many investors are looking to the high yield bond market in search for yield. Join us as our fixed income portfolio managers discuss our approach to managing risk and finding opportunity in this Strategy in Focus webinar. …
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All AudiencesFinancial Planning » Turning 65 and Still Working? What You Should Know About Medicare Enrollment
September 27, 2019 | Financial Planning
Although Medicare Open Enrollment is right around the corner, starting October 15, 2019 and running through December 7, 2019, if you aren’t yet 65 (or even if you’re close to it) this is not the period in which you need to sign up. In fact, the process for initial enrollment in Medicare is …
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Individuals