What the SECURE Act means for your Estate In 2020, a major new tax law went into effect. The SECURE Act. The SECURE act has changed the rules on the Stretch IRA. As a refresher, the Stretch IRA was th
Advice for Investors in 2020
Market volatility is normal, and intra-year declines are common. If we experience sharp, sudden downside in 2020 – remember, it’s just how equity markets work. 75% of the time, the market recovers all
2019 Year-End Tax Planning Strategies
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Control Your Retirement With These 4 Rules
Are you nearing or in retirement? Then you need to know these 4 main rules. Rule No. 1: Wealth is not just a dollar amount. Think of it as 3 different variables: 1) Your necessary spending vs.
11 Steps to an Estate Plan
A checklist to help you take care of your family by making a will, power of attorney, living will, funeral arrangements, and more. You may have heard that you need to make an “estate plan,” but what d
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Choosing the Best College Savings Account article by Matthew Ward, CRPC With your kids back in school, now is the time to start planning for their college funding. Many individuals ask about th
How to make a financial plan in 7 steps
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Why the Wealthy love to Invest in Stocks
Why the Wealthy love to Invest in Stocks The more money you make, the more taxes you pay — right? Not necessarily. “In general, America’s wealthy are different when it comes to tax planning bec
Look on the Bright Side
Look on the Bright Side article by Matthew Ward Volatility. An uncomfortable word for most individuals. I’ve have yet to meet anyone that particularly enjoys going through a stock market correc
Not All Traditional IRAs Are Deductible
Not All Traditional IRAs Are Deductible Far too often, many individuals believe they will be able to deduct their IRA contributions. This statement is not always true, and unfortunately, many o