Blog2020-06-09T17:41:37-07:00

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What You Should — and Should Not — Do About Market Volatility

Turbulence in the markets and a lot of noise around so-called opportunities can create a heady environment for investing. With so much noise, how can you know what to do? Here we take a closer look at market volatility, and offer some “dos” and “don’ts” for the investor preparing for Read More

What the SECURE Act 2.0 Might Mean for Your Retirement or Small Business

In 2019, the SECURE (Setting Every Community Up for Retirement Enhancement) Act was passed as a way to expand and preserve retirement savings for individuals who otherwise have a lack of savings opportunities.Now the SECURE Act 2.0, which builds on the original act’s efforts to encourage and promote retirement savings, Read More

QCD Rules & Facts to Reduce Your Taxes & Adjusted Gross Income

Here’s a win-win: Direct some of the income from your required minimum distributions (RMDs) to charity. The charity wins by receiving your contribution, and so do you, because you’ve lowered your adjusted gross income. Here’s everything you need to know about using the qualified charitable distribution (QCD) to reduce your Read More

Max Out 401(k): Should You Consider It This Year?

The perks of 401(k) plans are many: They offer tax-deferred savings, employer matches, and a consistent, reliable way to ramp up your retirement planning. But does that mean you should make the maximum contribution? With an employer-sponsored plan, your 401(k) contributions are deducted from your paycheck, pre-tax, which automates Read More

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