SECURE Act 2.0
With just days remaining in 2022, SECURE Act 2.0 is here. If there’s any constant in retirement planning, it’s change. As soon…
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What is Diversification?
Diversification is an important principle that prudent investors and advisors adhere to. It is best explained by the expression “don’t keep all…
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529 College Savings Plan
Putting together a college savings plan can be daunting. The rapidly rising cost of higher education can be intimidating, but don’t let…
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How To Reduce Taxes In Retirement
We hear a lot about the need for diversification when talking about our investments. You know the expression “don’t put all your…
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Required Minimum Distributions – The IRS Loves It When You Turn 73
The IRS loves it when you turn 73, but you won’t get a gift or even a card. The Internal Revenue Service…
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Starting a Business – What You Need To Know
Starting a business is not for the faint of heart. When I joined the ranks of the self-employed, my good friend and…
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Is inflation bad for investments?
Inflation is the increase in prices for goods and services during a period. It is measured by the Bureau of Labor Statistics…
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Bitcoin – Is it time to buy?
Bitcoin and cryptocurrencies are receiving significant attention lately. The collapse of FTX and arrest of former CEO, Sam Bankman-Fried, has raised concerns…
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American Rescue Plan Act of 2021 – Covid Relief Bill
The American Rescue Plan Act of 2021 (Covid Relief Bill) is now the law of the land. President Biden signed the bill…
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HSA Plan – What You Need To Know
An HSA plan, short for Health Savings Account, should not be ignored. These were created in 2003 to provide special tax treatment…
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Estate Planning – It’s Not Just For The Rich
Estate planning is much more than setting up a trust. The broadest description of estate planning is the process of preparing to…
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Coronavirus Stimulus Plan – The CARES Act
The coronavirus stimulus plan known as the “CARES Act” is here and it’s huge. It passed in the Senate 96-0, was approved…
