The SECURE 2.0 Act is now law. This new Act, passed to strengthen Americans retirement savings options, builds on the SECURE Act of 2019 (“Setting Every Community Up for Retirement Enhancement”). The goal [...]
As the Thanksgiving holiday approaches, we want to provide our clients with a financial year-end check list. We encourage you to review the topics we have selected, knowing that they are important not [...]
The word ‘review” has a long list of synonyms: analysis, audit, one-over, reconsideration, rethink, reassessment, fresh look, second look. Webster’s dictionary defines “review” as “a formal assessment or examination of something with the [...]
We understand that big market swings make investors nervous. We have received several questions about the current condition of the stock market and market volatility in particular. To answer those questions, we like [...]
As 2021 draws to a close, we want to provide our clients with strategies for year-end tax planning. Retirement Account Contributions We suggest you maximize your retirement account contributions. For 2021, the maximum [...]
In 2018, the Financial Industry Regulatory Authority (FINRA) adopted a new rule which allows an investor to authorize her or his adviser to contact another person, a “Trusted Contact Person,” in limited circumstances, [...]
There were two major changes to required minimum distributions (RMD’s) in 2020[1]. The first change was the age increase from 70½ to 72 as a result of the Setting Every Community Up for [...]
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 [...]
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 [...]