Category: Article
Leveraging Your Intellectual Capital in Victory Lap Retirement
Rob Morrison talks about how you can put your intellectual capital to work by pivoting to a transitional career (a victory lap career) as you approach retirement age.
What to Consider Before Tapping Into Your 401(K) Under the CARES Act
The decision to withdraw from your 401(k) is not easy. The CARES Act allows more flexibility to those in need, but it still may be difficult to know if it is the right choice for you.
Investor’s Guide – Maintaining Your Sanity During COVID-19
In this guide, we examine five things that you can’t do and five things that you can do as we navigate this crisis. With this knowledge, you can find ways to take proactive steps to improve your financial health while avoiding costly missteps.
Why Name a Corporate Trustee in Your Estate Documents
Andrew Welp reviews the challenges of naming a family member as a trustee and outlines an alternative: incorporating a corporate trustee.
Our Old Friend Volatility is Back
Just as many people were starting to think markets only move in one direction, the pendulum has swung the other way. Financial advisor Edward Cruickshank offers seven simple truths to help you live with volatility.
The SECURE Act Changes the Way People Inherit Money – How Is Your Estate Plan Affected?
Provisions in the SECURE Act may affect your estate plan. Dominick Parillo takes a closer look at the specifics regarding inherited IRA accounts.
Sell in May – Go Away!
Market timing blares its horn each spring as the common adage rings, “Sell in May and Go Away!” This calls for selling your portfolio in May only to reinvest the […]
It’s Tax Day in July! Postponed Tax Deadlines Coming Soon.
Receiving an extra three months to file your tax return can seem like an unexpected gift. But we’re creatures of habit, so pay close attention to the dates because many […]
Why Is the Market Going up When the Economy Is Going Down?
Financial advisor Cal Brown explains why the stock market and the economy don’t always move in lockstep.
How the Premium Tax Credit Can Help You Save on Health Care Costs
Determining whether you qualify for the Premium Tax Credit may seem daunting. Wealth Strategy Associate Abigail Ogden reviews the eligibility requirements and mechanics of how these credits work. Premium Tax […]
Delayed Stimulus Payments, Income Taxes, and Continual IRS Changes, Oh My!
Kelli Peterson answers your frequently asked questions around stimulus payments, including, “Is my stimulus payment taxable?” and “I received a payment for a deceased taxpayer. Now what?!” It seems every […]
I Needed Cash and Claimed My Social Security Benefits Early – Now What?
Since the beginning of this pandemic and market turmoil, many of our clients who are eligible to claim Social Security benefits have asked, “Should I claim my benefits before my […]