Recently, as part of “Walking with You on Your Journey,” we have begun a review of the beneficiaries on your accounts. We are doing this as a way of making sure your assets are distributed to whom you wish and in the most tax-efficient manner. Most people, if they are married, name each other as […]
On December 22, 2017, President Trump signed into law The Tax Cuts and Jobs Act, which was the most sweeping rewrite of the tax code in more than 30 years. While the provisions of this tax reform bill went into effect on January 1st of this year, most of the provisions affecting individuals are temporary […]
Contracts…lawyers love them, most people hate them. They are frequently filled with technical garbley-gook that most of us do not understand. They include fine print that people often feel set them up for no-win situations. However, there is one contract in particular that we believe you should be reading carefully, a retirement community agreement. Part […]
When we do retirement planning one question that often arises is whether or not you can count on Social Security being available when you retire. This concern arises each year when the Social Security trustee report is published and the media is looking for another catchy headline to grab “eyeballs” to the webpage or newspaper, […]
Is it political? Is it interest rates, or is it the weather?! While we have recently experienced high volatility, we have just come off of the longest period without a market downturn of 10 % or more. By the end of January of this year, the last six and a half years, have set a […]
Learn what rebalancing is and why it is a crucial part of your financial journey.
