As we approach the end of an extraordinary year on many fronts, it is a perfect time to take account of the year and begin to plan for the future. Whether it is economic models, capital market assumptions, or political headwinds, we can consider year-end planning techniques that may increase your net worth with changes Read the full article…
When considering the creation of a will or a trust, one usually thinks about pre-death planning. However, the beneficiaries have an opportunity where post-mortem planning comes into play. Let’s look at an important post-mortem planning tool – the disclaimer. A disclaimer is a refusal to accept an interest in or a power over property – Read the full article…
First, let me start by saying, Erika, Rowdy, and I send our heartfelt prayers to the people of Ukraine currently and still being attacked. While this letter will connect some dots pertaining to their conflict, I hope it never is lost on us that these are real people going through real trauma in their lives, Read the full article…
Here is what you need to know. Providedby Philip Clark, CFP® Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines. April 1, 2020 is the deadline to take your Required Minimum Distribution (RMD) from certain individual retirement accounts. A new federal law must be noted Read the full article…
Long-established retirement account rules change. Providedby Philip Clark, CFP® The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear to amount to a massive upheaval, the SECURE Act will require a Read the full article…
