Who should own a 529 plan: parents or grandparents?
Clients with children and grandchildren often ask us about the best way to make the most of a 529 plan – particularly as it relates to ownership of the account.... Read More
Quarterly Commentary: Q1 2020
Life disrupted! We hope this letter finds you well and in good spirits as we weather these unprecedented global events. On December 31, 2019, the World Health Organization (WHO) first... Read More
New information: Paycheck Protection Program (PPP)
This brief provides new information released from the U.S. Treasury regarding the Paycheck Protection Program (PPP) since our communication on Monday, March 30th. As we noted in that communication, the... Read More
How the CARES Act can help your business
On Friday, March 28th President Trump signed the historic $2 trillion emergency aid bill known as the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). The bill will provide... Read More
How the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) impacts you
On Friday, March 28th President Trump signed the historic $2 trillion emergency aid bill known as the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). The bill will provide... Read More
Three ways adult children can shake up your retirement plan
Parents know the cost of raising a child into adulthood all to well and may be relieved after making their child’s last college tuition payment, believing the financial burden is... Read More
Reminder: Medicare Open Enrollment for 2020
We would like to remind you that from October 15, 2019, through December 7, 2019, current Medicare beneficiaries can make changes to their existing Medicare Part D coverage for the... Read More
Six takeaways for first-time Medicare enrollees
As many of you know, turning 65 means you’re now eligible for Medicare. It’s a complex program and delaying your enrollment can result in penalties. Before you embark on the... Read More
Early retirement? Four steps to determine your readiness
“Can I retire early?” Many of our clients in their 50s ask this. Often they’ve dedicated substantial personal time to their careers and built an enviable nest egg. They say... Read More
A tax-savings opportunity if you’re over 70 ½
Are you 70 ½ or older, charitably inclined, and own tax-deferred retirement accounts? If so, then you’re eligible for an often-overlooked tax-savings opportunity: The Qualified Charitable Distribution or QCD. The... Read More