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...]
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 how to merge your finances. Planning carefully and communicating clearly are important, because the financial decisions that you make now can have a lasting impact on your … [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...]