Amid the 1,650-page, $1.7 trillion omnibus spending legislation passed by Congress last week and expected to be signed by President Biden were several provisions affecting work-sponsored retirement plans and, to a lesser degree, IRAs. Dubbed the SECURE 2.0 Act of 2022 after the similarly sweeping … [Read more...]
Retirement Investors Get Boost from Washington
Merging Finances, Year-End Planning, Santa Visit
The best and most beautiful things in the world cannot be seen or even touched. They must be felt with the heart. -Helen Keller Merging Your Money When You Marry Getting married is exciting, but it brings many challenges. One such challenge that you and your spouse will have to face is … [Read more...]
Tax-Friendly Giving Strategies, Year-End Checklist, & Santa
Nothing is impossible. The word itself says 'I'm possible'. -Audrey Hepburn Tis the Season for Tax-Friendly Giving Strategies You may donate money to charitable organizations throughout the year, for no other reason than your heart-felt desire to support causes that you care about. But … [Read more...]
Year-End Considerations
What Issues Should I Consider Before the End of the Year? Tracking numerous deadlines and avoiding missed planning opportunities can be challenging. To help ensure that you remain on track, we have a checklist that outlines 18 time-sensitive considerations to guide your end-of-year review and tee … [Read more...]
Tis the Season
...for Tax-Friendly Giving Strategies You may donate money to charitable organizations throughout the year, for no other reason than your heart-felt desire to support causes that you care about. But if philanthropy is important to you, keep in mind that the associated tax breaks could potentially … [Read more...]