Clients Are Asking

The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019, which passed the House in a sweeping 417-3 vote, was incorporated into an end-of-year spending bill and was signed by the President on December 20, 2019.

Below are some key provisions of the Act:

The Trump administration’s new tax reform bill was signed into law in December of 2017, representing the first major tax change in over 30 years. The changes are significant and are likely to affect nearly everyone in some measure; some positively, while others may find themselves with a higher tax bill in 2018.

As we approach the end of the year, many of our clients are focused on charitable giving.

The Social Security Administration announced a 2% increase in benefits for 2018, its largest cost of living adjustment since 2012.  In addition, they raised the ceiling on earnings subject to the Social Security payroll tax to $128,700 from $127,200.  Click He

We thought this quiz was a great resource for common client questions on 401ks and IRAs.  Check out the Wall Street Journal article here!

As many families prepare to send their children off to college, advisors can help make sure clients have prepared three legal documents for children who have turned 18.

If you’ve ever played the Game of Life board game, it becomes clear that compressed into the colorful path there are various stages of life. Each stage holds its own major financial challenges as well as prospective profits in addition to surprises (new baby!) and forks in the road.