Resources

The SECURE Act

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest…

Buy-Sell Agreements for Business

Create a strategy for your business.For most, creating an estate strategy is important to make sure your loved ones are…

Why Don’t All Affluent People Become Wealthy?

Why do some people let their potential for lifetime wealth slip away?Some people are better off economically at 30 or…

Money Concerns for Those Remarrying

Some of us will marry again in retirement.How many of us will thoroughly understand the financial implications that may come…

The Importance of TOD & JTWROS Designations

TOD, JTWROS- what do these obscure acronyms signify?They are shorthand for transfer on death and joint tenancy with right of…

New I.R.S. Contribution Limits

The I.R.S. just increased the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2020.Here’s…

Measuring the Value of a Financial Advisor

One study asserts that these relationships can make a difference for investors.

Can You Put Your IRA into a Trust?

Can your IRA be put directly into a trust?In short, no. Individual retirement accounts (IRAs) cannot be put directly into…

Life by Design Event Recap

November 5, 2019Presented byBlackRock | 6 MeridianSponsored by BlackRock6 Meridian welcomed BlackRock Affinity Partners, Danielle Papandrea and Katty Workman to…

Annual Financial To-Do List

What financial, business, or life priorities do you need to address for the coming year? Now is a good time…