Understanding Qualified Charitable Distributions (QCDs)
What are QCDs? If you have investments in pretax retirement accounts (i.e., IRAs, 401(k)s, etc.), the IRS requires you to…
09.18.24 Estate PlanningSECURE 2.0 Act Summary
In 2022, the SECURE 2.0 Act was passed into law. This legislation provides certain changes that may help many retirees…
09.10.24 Estate PlanningChoosing An Executor And/Or Trustee
The importance of choosing an executor or trustee for one’s estate plan or living trust and helpful criteria for selecting a suitable person or entity.
09.10.24 Estate PlanningUnderstanding Required Minimum Distributions (RMDs) and How to Plan for Them
An overview of RMDs and examples of strategies.
08.29.24 Estate PlanningRetiring Early? Here’s What To Consider
Planning options and a helpful checklist for people considering early retirement.
08.19.24 Estate PlanningA Guide for Retirement Planning
Following these practices can help liberate you from uncertainty and position you to accomplish more than you thought possible.
08.13.24 Estate PlanningMake The Most Of The Estate Plan Exemption Before 2026
A Proactive Plan Is Essential Tax Law changes due to take effect in January 2026 will impact high-net-worth individuals with…
07.29.24 Estate PlanningGuide to Workplace Retirement Plans
A guide to maximizing your retirement savings.
07.29.24 Estate Planning2024 Retirement Plan Limits And Contributions
The Internal Revenue Service has released the 2024 cost-of-living adjustments (COLA) applicable to pension plan contribution limits. In addition to…
07.23.24 Estate PlanningUnifying Families Through Philanthropy
Giving isn’t just good for the world – it may be the secret to preserving multi-generational wealth.
07.16.24 Estate PlanningLiving Longer Means Rethinking Retirement and Careers
It’s important to structure your home, career, social interests, and portfolio to ensure financial stability and comfort throughout all life stages, whether you’re retired or still working.
07.16.24 Estate PlanningCreating Equal vs. Equitable Inheritances
Engage a financial advisor for estate planning to help ensure your legacy goals.
07.02.24