Planning matters

5 Ways Your Retirement is About to Become More SECURE

As 2019 drew to a close, a bill was passed and signed into law that included some big changes for retirement savers. Known as the SECURE Act (Setting Every Community Up for Retirement Enhancement), it includes 29 provisions to increase access to tax-advantaged accounts and help prevent older Americans from outliving their assets. With any…

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The Benefits of Saving Early

People often ask me what the number one mistake is when it comes to investing and saving for retirement. Is it high fees and expenses? Is it lack of diversification? Is it selling at the wrong time? My answer is always the same: it’s procrastination.

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In 20 Years. . .

Where would you invest monies now if you had to place a bet and open your eyes in 20 years?

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Last Minute Tax Tips for 2016

No one wants to think about taxes in the midst of the holiday season, but last-minute tax savings may be the perfect gift for someone on your list.

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Can I Gift to Charity from my IRA?

A Qualified Charitable Distribution (QCD) is a distribution from an IRA direct to a charity. In 2015 lawmakers made this provision, which was temporary, permanent. QCDs are a tax efficient way to support organizations that are important to you.

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