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Why Own Long-Term Bonds In Your Portfolio?

Why Own Long-Term Bonds in your Portfolio?

Selecting investments for your portfolio is a critical part of planning for your financial future.  So where do you start? Stocks? Bonds? Real Estate?  The truth is that it is different for everyone, however, there is a core principle that…

Recreate Stretch IRA With A Charitable Remainder Trust

Recreate Stretch IRA with a Charitable Remainder Trust

As of January 1, 2020 new legislation called the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) became effective which profoundly impacts a favored strategy for beneficiaries who inherit IRA accounts.  Prior to the SECURE Act, beneficiaries of…

The Federal Reserve

The Federal Reserve

The Federal Reserve, once again, is in the public spotlight as the coronavirus pandemic continues. For good reason, as one of their general functions is to promote the stability and smooth functioning of the financial system. For the past few…

GRAT: Strategy In Low Interest Rates Environments

GRAT: Strategy in Low Interest Rates Environments

The past decade has been a historic time for interest rates, as they have hovered around unprecedented lows since the Financial Crisis. These favorable interest rate conditions create some compelling estate planning opportunities. One strategy that is worth a close…

Having A Bias Can Affect Financial Decisions

Having a Bias Can Affect Financial Decisions

Behavioral finance is the study of how people make financial decisions. We are all affected by different biases that impact our decision-making on a daily basis. It’s important to examine and raise awareness of a bias or biases we are…

Planning During A Financial Crisis

Planning During a Financial Crisis

Many of our clients and friends of the firm have expressed concern about the security of their children's jobs and futures. The children - and grandchildren - range from college-aged students and young professionals to new parents and those who…

Planning For Senior Housing In The Age Of COVID-19

Planning for Senior Housing in the Age of COVID-19

One of the most important parts of retirement planning is identifying optimal housing and healthcare arrangements for later years. This may range from modifications to an existing home to accommodate aging in place, to downsizing to an age-restricted community, to…

Social Engagement While Social Distancing

Social Engagement While Social Distancing

In retirement planning, there inevitably needs to be a financial analysis to determine how much one can spend and for how long, based on a set of predetermined assumptions.  That is vital in determining if a course of action is…

3 Action Steps Nonprofits Should Be Taking Right Now

3 Action Steps Nonprofits Should Be Taking Right Now

There are three action steps every nonprofit should be taking in these uncertain times of the COVID-19 crisis. I believe these action steps are critically important for the current and future health of their organization.         Apply for SBA Assistance  If…

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