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SECURE Act – Revisiting Your Estate Plan

SECURE Act – Revisiting Your Estate Plan

The SECURE Act, which passed in December, made the most pronounced changes to retirement accounts in a long time. Those changes also have a ripple effect that has us revisiting our clients’ estate plans.  Under previous law, non-spouse beneficiaries of Individual…

Politics Vs. Company Stock Performance

Politics vs. Company Stock Performance

Have you ever heard news about a company and noticed that the stock price did not move? Perhaps it moved in a direction you were not expecting. This happens more often than you would think in the stock market. In…

SECURE Act – A Major Piece Of Retirement Law Change

SECURE Act – A Major Piece of Retirement Law Change

Today, Congress passed the SECURE Act (Setting Every Community Up for Retirement Enhancement) which has been in the works for a number of years and is the first major piece of retirement law change in a decade. The bill includes…

Women And Financial Advice – 4 Myths & Misperceptions

Women and Financial Advice – 4 Myths & Misperceptions

When we’re sitting with prospective clients, we often see a similar range of emotions during our meeting. At first, they may be anxious or embarrassed, worried that they didn’t start saving for retirement earlier or that they aren’t really sure…

The Increased Gift Exemption Amount

The Increased Gift Exemption Amount

One of the major changes in the 2017 Tax Cuts and Jobs Act (TCJA) was an increase in the estate and gift exemption, which is the amount that one can gift during their life or at death free of taxes. …

Recession-Proof Your Business In 4 Ways

Recession-Proof Your Business in 4 Ways

While recessions are seldom welcomed, well-positioned companies can find important opportunities in economic downturns. You can recession-proof your business - if you work to put your business on solid financial footing now and find that your projections leave you in…

Recency Bias And A Business Recession-Proof Plan

Recency Bias and a Business Recession-Proof Plan

I believe that the fear of the next recession is especially strong for investors because of a phenomenon called recency bias, which may encourage investors to make rash decisions that are not in the best interest of their long-term goals.…

Medicare Annual Election Period

Medicare Annual Election Period

The arrival of autumn brings about the changing leaves, pumpkins and cooler weather. It also brings about the Medicare Annual Election Period (AEP). AEP, which occurs between October 15 and December 7, is when current participants in Medicare can evaluate…

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