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Planning

Oct 23

5 Commonly Asked Questions to RIAs

5 Minute Read Meeting with your financial planner or an RIA for the first time might seem overwhelming. Where do you even begin? How do you know which questions to ask? To help provide you with ideas on where to start, we’ve created a list of the 5 most commonly... read more →
Oct 16

Benefits of Working with an RIA: An Introduction

5 Minute Read In today’s world there are multiple options when seeking a financial advisor. From online “robo advisors”, to broker-dealers, to Registered Investment Advisors (RIAs), each claiming to help with your financial needs. Maybe you’re looking for a financial planner to manage your retirement savings, or you’re looking for... read more →
Oct 10

“Looking Through” Your Trust as an IRA Beneficiary

Many Americans have a retirement account such as a 401(k), 403(b) or IRA during their lifetime to supplement income in retirement. As with all traditional pre-tax accounts, most know that withdrawals will be taxable as income and mandatory distributions are required starting at age 70.5. We do get a lot... read more →
Jul 12

Qualified Charitable Distributions

As we enter a new era with the recently enacted tax law, our firm is constantly reviewing the tax code and formulating new tax planning strategies for our clients. On its surface, the tax reform offers reduced tax rates and wider brackets. For many Americans, that will translate to a... read more →
Apr 23

Tales of Taxation and Philanthropy

As we approach April 15th, the fact that the sun is setting on a tax code we have known for several decades is becoming very real. After we complete our annual filing to our friends at the IRS, I suspect we will all give a bit more thought as to... read more →
Feb 07

Leaving More Than Just An Estate

Oftentimes, the terms estate planning and legacy planning are used interchangeably. While both are important, they are very different. Estate planning utilizes wealth transfer strategies, beneficiary designations, and legal documents such as a Will or a trust to efficiently guide the transfer of assets upon death. Legacy planning considers how... read more →
Feb 05

Holiday Parties are Teaching Moments

Another year is in the record books, and we are fresh into 2018. So before we go too far, let’s take a brief look back over the past couple of years. 2016 started off with what was termed “the worst first six weeks in the equity market’s history.” The S&P... read more →
Jan 04

How the New Tax Bill Affects You

On December 22, the "Tax Cuts and Jobs Act" became law. This new law is the largest reform to the tax code since the Tax Reform Act of 1986. This new law has been widely discussed for the significant cuts to the corporate tax rates. Below, however, we will summarize... read more →
Dec 15

Retirement Contribution Limits Increasing in 2018

Saving for retirement just got a little bit easier. According to a recent article in Kiplinger, "2018 Retirement Contribution Limits for 401(k)s and IRAs," retirement contribution limits are increasing next year. 401(k)s: The annual contribution limit in 2018 will be increased from $18,000 to $18,500. This jump also applies to 403(b) and... read more →
Oct 04