Financial Insights

April:

• When to Apply for Social Security Benefits

• The Importance of Asset Location in Retirement Planning

• Estate Planning Under the New Tax Act: Everyone Needs a Review

November:

• Retirement Income: Which Accounts to Tap First

• 5 Things You Can Do With an IRA That You Can't With a 401k

• 9 Reasons You Should Consult With Your CPA Before Year-End

• Understanding Social Security Benefit Estimates

• 7 Lessons From the Fourth of July

• 50 Things: What a Financial Professional Does for You

• Financial Planning for the Generations

• Downshifting: Working Longer and Loving It

• Essential Tax Tips for IRAs

• How the Change in Retirement Laws Will Affect You

December:

• Handy Checklist for Year-End Planning
  
• December Letter to Clients
  
  
  

• October Letter to Clients
• Your 2022 Last-Chance Financial Planning Checklist

• New IRS View on 10-Year Rule Means Some IRA Beneficiaries Must Pivot
• Accessing Retirement Savings Before 59½: Review of Updates to 72(t) Rules

• The Economic Fundamentals Shift, Stirring the Bears
• Tax Pitfalls in Retirement
• June Letter to Clients 

• Keeping Up With Inflation in Retirement: Tradeoffs When Tapping the Portfolio
• A Widow’s Journey: You’re Not Alone
• A Widow’s Journey: Embracing a New Tomorrow
• Tough Start to 2022
• Can the U.S. Avoid a Recession?
• The Fed Gears Up for Shock and Awe

• 11 Steps to Smart Retirement Saving
• Are You Changing With The Times?
• How Long Will a Retirement Nest Egg of $1 Million Last?

• Financial Planning Checklist
• Top 10 Investment Mistakes
• Five Essential Steps to Financial Planning