Rules for Inherited Roth IRAs
A Roth IRA is perhaps the most tax-friendly asset that an heir can inherit. However, the rules regarding distributions can be somewhat complicated. The Q&A…
“Successful investors are optimistic about the future but are always prepared for short-term setbacks. That mindset is especially valuable in today’s environment, and we hope it provides some peace of mind that we plan for market downturns before they happen.
We remain committed to our investment philosophy and are confident that our approach, coupled with flexibility, ongoing risk management, and diligence will provide the highest likelihood of keeping you on track to reach your long-term goals. “
A Roth IRA is perhaps the most tax-friendly asset that an heir can inherit. However, the rules regarding distributions can be somewhat complicated. The Q&A…
As explained in our article on “How to Evaluate a Mortgage Refinance”, the decision to refinance comes down to evaluating the benefit of the interest…
With interest rates at historic lows, many homeowners are considering refinancing their current mortgage. But making the decision to refinance or not can be tricky…
With election time now getting closer, we are inundated with opinions and prognostications about not only who will win but what that victory will mean…
Relationship Your advisor’s sole, continuous duty across your entire relationship should be to advance your highest financial interests (even ahead of their own) as a…
The terms “stock market” and “economy” are often used interchangeably, but they are not one in the same. Perhaps this has never been more evident…
Beginning at the end of 2019 with the passage of the SECURE Act and then continuing with the CARES Act which was passed in response…
Given the current economic environment where companies are laying off workers and, in some cases, going out of the business, the implications for employer-sponsored retirement…
Todd Schanel, CFA
CPA, CFP®
Principal and Director
of Investment
Advisory Services
Jackie Goldstick,
CFP®
Principal and Director of Financial
Planning Services