Retirement savings opportunities abound with a list that includes the traditional IRA, Roth IRA, SIMPLE IRA, SEP IRA, 401(k), Roth 401(k), 403(b) and governmental 457(b). The deadlines for making contributions vary, as do [...]
Beginning on January 1, 2024, many companies in the United States will have to report information about their beneficial owners, the individuals who ultimately own or control a company (“reporting companies”). This information [...]
It has been three years since our blog on safeguarding your personal information. [1] This new blog focuses on one specific topic, phishing, that has become more deceptive and more aggressive. In 2021, [...]
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, [...]