SECURE ACT OF 2019 The Setting Every Community Up for Retirement Enhancement Act, or the SECURE Act, was passed by Congress in December 2019. This legislation is effective as of January 1, 2020. The law does the following: Top 3 items to know for individuals: 1. Allow taxpayers of any age to make traditional IRA contributions – Currently, anyone that …
YEAR-END PREPARATIONS The countdown begins. Once the clock rolls us into 2020, tax season gets underway. The old calendar year, 2019, will have officially been put to rest. Deductions from your paychecks and other income sources will begin counting for the New Year. Once it’s 2020, we can celebrate and look to even better days ahead. But we dare not …
YEAR-END PREPARATIONS The countdown begins. Once the clock rolls us into 2020, tax season gets underway. The old calendar year, 2019, will have officially been put to rest. Deductions from your paychecks and other income sources will begin counting for the New Year. Once it’s 2020, we can celebrate and look to even better days ahead. But we dare not …
Quarter in Review A volatile third quarter ended with global equity markets offering mixed returns. The story remained largely the same with geopolitical and trade tensions fueling volatility, while political noise in the U.S. dominated headlines. The U.S. economy remains on solid footing, though many data points are highlighting the reality of an accelerating moderation in growth. Discrepancies in hard …
Quarter in Review A volatile third quarter ended with global equity markets offering mixed returns. The story remained largely the same with geopolitical and trade tensions fueling volatility, while political noise in the U.S. dominated headlines. The U.S. economy remains on solid footing, though many data points are highlighting the reality of an accelerating moderation in growth. Discrepancies in hard …
ELEVATED INSIDER If I were a betting man, I’d wager that you’re wondering how we got to Fall already. “How is time passing so quickly?” No kidding. Well, here we are. It’s this time-marches-on sentiment that underpins what we do here. Time matters a lot in the work we do with you; retirees need money available to pay the bills …
So much attention gets paid to the growth (or decline) of the stock market that I fear we can become hypnotized by it and fall prey to sloppy fundamentals from time to time. How do I know this? Because many of the people we work with admit to receiving each investment statement and simply doing the ol’ “Is it up …
This question came up recently and it comes up often and I love it when people have the courage to ask. Don’t you secretly want to know if you’ve saved more than your friends or if your income is higher? It’s easy to tell if your house is bigger or if your car is more expensive. But when it comes …
England, Scotland, Ireland Tom, who worked in social services and at Primary Children’s Hospital and MaryKaye, who ran a Preschool program and taught the Pre-K4 class, finally made the decision to head down the road of ‘official’ retirement. One of their first adventures included a trip to the UK to visit their youngest daughter, who is there working on her …
In mid-October, our new office in St. George will be open for business. Being a satellite office for us, meeting times will be done ‘by appointment only’, but feel free to give us a call here at our Sandy office to find out when the team will be there. We are excited to be able to serve our clients in …
