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Monday, March 30, 2020

Corona Virus and Market Downturn For those who may have missed Carol's live webinar, please click here and then download to access. The Corona Virus Pandemic is an unprecedented event that has impacted everyone in some way or another....

Monday, March 2, 2020

Key Takeaways The Wuhan coronavirus has unnerved global equity markets so far in 2020. While still early, compared to the SARS outbreak in late 2002/early 2003, investors are concerned about the possible impact to economies and on...

Thursday, February 13, 2020

THE BUCKET PLAN According to The Bucket Plan, one of the worst behavioral mistakes you can make as an investor is panicking during times of volatility and selling your holdings. The Bucket Plan approach can help take emotion out of the...

Tuesday, February 4, 2020

ESTATE LIQUIDITY PLAN During client review meetings, we’ve noticed that a number of our clients are ending up with a slight gap in their estate plan. There are a few ways to manage your final expenses when you pass away. However,...

Tuesday, January 28, 2020

Six Key Retirement Changes of the Secure ActBy: Carol Schmidlin January 2, 2020/0 Comments/in Uncategorized /by Karen Dzierzynski The Setting Every Community Up for Retirement (SECURE) Enhancement Act was signed into law by President...

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Thursday, January 23, 2020

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose? Imagine this: it’s your last day on the job. A whole career behind you. You say goodbye to your...

Saturday, January 18, 2020

HOW WILL THE U.S. AND IRAN CONFLICT AFFECT OIL? Historically, a Middle East crisis has led to spikes in the oil market, which have been followed by recessions. However, record domestic oil production has made the U.S. less dependent on...

Saturday, January 4, 2020

Six Key Retirement Changes of the Secure Act By: Carol Schmidlin The Setting Every Community Up for Retirement (SECURE) Enhancement Act was signed into law by President Trump on December 20, 2019. This is the most extensive retirement...

Wednesday, December 11, 2019

TEN QCD RULES FOR 2020 YOU NEED TO KNOW If you are charitably inclined and have an IRA, you might want to consider doing a Qualified Charitable Distribution (QCD) for 2020. In addition to the gift you are making to the charity, there...

Thursday, November 7, 2019

There are Many Risks in Retirement, But, With Today’s Market Valuation, One of The Biggest Risks is The Potential for a Market Correction While You Are Drawing Income From Your Retirement Accounts. Academically, this risk is...

Wednesday, May 8, 2019

Everyone who is subject to Required Minimum Distributions who gives to a charity should use Qualified Charitable Distributions (QCDs), but must qualify by being age 70 ½ or over. Say for example you give $10,000 to your church...

Sunday, May 5, 2019

A TALE OF TWO ASSETS BY: KEZIA SAMUEL, CAIA INVESTMENT COMMITTEE MEMBER SENIOR VP, CHIEF PORTFOLIO STRATEGIST So far, 2019 has proven to be a very different year in markets compared to 2018. Prospects of a U.S./China trade deal and a...

Friday, February 8, 2019

THE TAX CUTS AND JOBS ACT The countdown begins. Once the clock rolls us into 2019, tax season gets underway. The old calendar year, 2018, will have been put officially to rest.Deductions from your paychecks and other income sources...

Monday, January 7, 2019

Last January, the feature articles in our newsletter were “Celebrating the 20th Anniversary of the Roth IRA”, and “Highlights of the Trump Tax Plan”. Many of you have taken advantage of funding Roth IRAs and...

Friday, December 14, 2018

In speaking to hundreds of people approaching retirement each year, I very rarely hear people understanding the three phases of money. Let’s start with the accumulation phase. When we are accumulating assets, we are typically...