Category: Financial

The SECURE 2.0 Act (Setting Every Community Up for Retirement Enhancement) has been passed by Congress and signed into law. The Act contains modifications to the current tax system that will have far-reaching effects on personal financial planning.

All politics are local—or so the saying goes. But are all politics financial? There’s no doubt that many voters vote with their wallet, and there’ a vein of conventional wisdom that states that while social and cultural issues might generate the biggest headlines, the most important factor on election day is the state of the economy and its impact on the financial fortunes of families and individuals.

All politics are local—or so the saying goes. But are all politics financial? There’s no doubt that many voters vote with their wallet, and there’ a vein of conventional wisdom that states that while social and cultural issues might generate the biggest headlines, the most important factor on election day is the state of the economy and its impact on the financial fortunes of families and individuals.

This is the time of year when our advisors are scheduling year-end planning meetings with clients. Year-end planning is more than just a pro forma check-in, it’s an important practice and an opportunity to make sure our clients are checking all of the important boxes each year. It’s crutial to not miss out on opportunities to minimize tax burden and to make smart and strategic decisions about how to handle assets.

This is the time of year when our advisors are scheduling year-end planning meetings with clients. Year-end planning is more than just a pro forma check-in, it’s an important practice and an opportunity to make sure our clients are checking all of the important boxes each year. It’s crutial to not miss out on opportunities to minimize tax burden and to make smart and strategic decisions about how to handle assets.

This is the time of year when our advisors are scheduling year-end planning meetings with clients. Year-end planning is more than just a pro forma check-in, it’s an important practice and an opportunity to make sure our clients are checking all of the important boxes each year. It’s crutial to not miss out on opportunities to minimize tax burden and to make smart and strategic decisions about how to handle assets.

A Day to Financially Reflect Financial Awareness Day is the ideal opportunity to review your financial planning You might not realize it, but August 14th was officially National Financial Awareness Day. It might seem like a gimmick, but it’s a good one, because it’s a great reminder to take time every year to take stock […]

A Loan in the Dark The rhetoric and reality of the student loan forgiveness debate Student loan forgiveness has been a political football for what feels like many years now. While the idea started in progressive circles, it has become more mainstream recently. With a Democratic administration and Congressional majority, the prospects of substantial student […]

The Federal Fund Rate and Your Wallet Cash management and portfolio decision-making at a time of skyrocketing rates The Federal Reserve recently raised its benchmark interest rate by 0.75 percentage point in an attempt to combat persistent high inflation. The benchmark rate now stands between 1.50% and 1.75%. The Fed has publicly indicated that additional […]