How You Title Personal Accounts Matters!
We are often asked the important question “How should I title my/our personal investment or bank account” or “what is the correct way to title my/our house?” The answer in almost all cases is to [...]
As 2020 draws to a close, some year-end tax and savings strategies for your consideration.
Dear SWP Client, We want to provide you with some tax planning strategies as well as some savings tips for you to consider as 2020 comes to a close. AVOID UNEXPECTED TAX CONSEQUENCES Verify that [...]
The CARES Stimulus Act – An Overview
Amidst the volatility and uncertainty caused by the COVID-19 pandemic, our firm remains steadfast in our commitment to safeguard you and your families, strengthen your businesses, and preserve and enhance your estates. The passage of [...]
THE SECURE ACT: HOW IT MAY CHANGE YOUR RETIREMENT AND ESTATE PLANNING
The U.S. Congress signed a $1.4 trillion year-end spending bill on December 20, 2019. Neatly tucked away inside this new spending law is the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which became [...]
SECURE and CARES Acts | Understand how these laws affect your RMD and Retirement Accounts!
For 2020, the rules governing required minimum distributions (“RMDs”) from retirement plans and early withdrawals of retirement plan funds have changed. Please take time to read this summary of important changes especially if they apply [...]
Is a Roth IRA conversion right for you?
We often receive questions about Roth IRA conversions, the main question being “Should I convert my traditional IRA to a Roth IRA”? The answer to that question is that anyone can convert their eligible IRA [...]
Safeguarding your Personal Information
For our first client communication in 2020, we want to share important information on how to protect one of your most valuable assets, your personal information. Your personal, private information (“PI”) is any personal information [...]
Charitable and Personal Gifting in 2019
As we approach the Holiday Season, we want to share some year-end charitable and family gifting reminders. The following list contains general information for your review and consideration. The first and best rule in [...]
Constructing a Real Assets Portfolio by Stephen Blum
Real Assets Adviser, a publication of Institutional Real Estate, Inc., is edited exclusively to meet the real asset-related information needs of members of the U.S. private wealth advisory community. The monthly magazine invited Stephen Blum [...]
4 reasons why life insurance for children (and grandchildren) may be an appropriate financial planning strategy.
There are opinions on both sides as to whether buying life insurance for children or grandchildren is a good idea or an appropriate financial investment. Here are four reasons to consider in making your decision. [...]