Blog

Tuesday, September 20, 2022

On 8/16/2022 President Biden signed the Inflation Reduction Act into law which encompassed a wide range of topics that arise during client conversations.  We plan to touch briefly on various aspects of this large fiscal package...

Thursday, July 29, 2021

Welcome to the midway point of the year. As we are heading into the final months of the year, checking in on tax-saving strategies is always a good idea. Below is a list of some of our most frequently asked limits for Contribution...

Thursday, October 15, 2020

Wow! What a year so far. With all of the relief packages passed due to COVID, there is a lot to stay on top of. Everything from skipping Required Minimum Distributions to Withdrawal Rules around Retirement accounts, and everything in...

Tuesday, August 18, 2020

Health Savings Accounts (HSAs) were introduced in 2003 with the passing of the Medicare Prescription Drug, Improvement, and Modernization Act. HSAs are intended to give Americans more control over their health care and provide access...

Tuesday, April 28, 2020

One closely watched macroeconomic data point that is receiving more attention than usual is Initial Weekly Jobless Claims. Many investors follow the monthly job data such as ADP Private Payrolls, the Unemployment Rate, and change in...

Show All

Thursday, April 23, 2020

On March 27, 2020, The Coronavirus Aid, Relief, and Economic Security (CARES) Act was passed by Congress and signed into law by President Trump. One of the provisions of this legislation is centered around distributions from Retirement...

Tuesday, April 14, 2020

On March 27, 2020, The Coronavirus Aid, Relief, and Economic Security (CARES) Act was passed by Congress and signed into law by President Trump. One of the provisions of this legislation that will directly impact many of our clients...

Tuesday, March 31, 2020

Resources • Centers for Disease Control & Prevention: Interim Guidance forBusinesses and Employers https://www.cdc.gov/coronavirus/2019-ncov/community/organizations/businesses-employers.html • CDC’s Coronavirus...

Thursday, January 16, 2020

On December 20, 2019, President Trump signed a new law that includes a number of retirement savings and employee benefit changes. This new law changes many aspects of retirement and college savings including contributions,...

Wednesday, December 11, 2019

In our advisory practice, questions around planning for college are commonplace this time of year. The most common revolve around two primary areas: 1) how much needs to be saved, and 2) what are the right vehicles to use? Our firm...

Wednesday, October 9, 2019

We get a lot of questions around timing of your Required Minimum Distribution (RMD) from your retirement accounts. Retirement account distributions are an important part of year end planning in our practice so we thought it would be...