Some Thoughts From A Financial Planner
At my core, I am a financial planner. Some may call me a money manager, or an investment advisor or a wealth manager….all terms that…
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Coronavirus and The Stock Market: Q&As From Our Clients
Global markets closed on Monday approximately 30% off of the highs reached just one month ago. The sell-off has been dramatic and breathtakingly swift. We…
Our Thoughts on the Coronovirus Sell-Off
Fueled by fears related to the Coronavirus and compounded by a drop in oil prices, the US stock market has exhibited extreme volatility over the…
Coronavirus – What Does it Mean for Your Investments?
Over the last several weeks, the coronavirus has grabbed global headlines. So far, U.S. markets have remained relatively immune. But should you try to dodge…
The SECURE ACT’s “10-Year Rule” for Inherited IRAs
On Friday, December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law. The broad intent of the legislation…
2019: Year (and Decade) in Review
After a down year in 2018, the outlook for stocks in 2019 was not positive. The markets had experienced an abrupt decline in the last…
Changes to Social Security for 2020
The Social Security Administration has announced the following changes for the coming year. For those who are collecting benefits, benefit amounts will increase by 1.6%…
2020 Contribution Limits for Retirement Accounts
Annual contribution limits for retirement savings accounts for 2019 and 2020, as established by the IRS, are listed below. Please keep in mind that contributions…