Key Takeaways The Wuhan coronavirus has unnerved global equity markets so far in 2020. While still early, compared to the SARS outbreak in late 2002/early 2003, investors are concerned about the possible impact to economies and on markets. However, to date, Chinese stocks are responding in a manner remarkably similar how they reacted to […]
During client review meetings, we’ve noticed that a number of our clients are ending up with a slight gap in their estate plan. There are a few ways to manage your final expenses when you pass away. However, most of the people we talk with have not thought this through and believe they have filled this […]
Six Key Retirement Changes of the Secure Act By Carol Schmidlin The Setting Every Community Up for Retirement (SECURE) Enhancement Act was signed into law by President Trump on December 20, 2019. This is the most extensive retirement act since the Pension Protection Act of 2006. Here are the six notable key retirement changes that […]
If you are charitably inclined and have an IRA, you might want to consider doing a Qualified Charitable Distribution (QCD) for 2020. In addition to the gift you are making to the charity, there are considerable tax advantages. Here are ten QCD rules you need to know. 1. Must be Age 70 ½ IRA owners […]
There are many risks in retirement, but, with today’s market valuation, one of the biggest risks is the potential for a market correction while you are drawing income from your retirement accounts. Academically, this risk is defined as sequence of returns risk; but, most people have no idea this is lurking around the bend as […]