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News & Resources

Financial Planning Opportunities in a COVID-19 World Thumbnail

Financial Planning Opportunities in a COVID-19 World

Think about how much the world has changed since the end of 2019. Given all this economic upheaval, it’s understandable if any financial goals you might have set for yourself at year’s end already seem out of reach. Yet despite the current environment of broad market instability and low interest rates, there are several long-term planning opportunities you can take advantage of now.

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Financial Plans Evolve Through Every Stage of Life Thumbnail

Financial Plans Evolve Through Every Stage of Life

A financial plan is like a house; it was never intended that one model would fit all your needs over the course of a lifetime. Instead, your plans must evolve over time as your goals, your family and your income level change. While your principles remain the same throughout your life, the tactics you use to achieve your financial goals change with the decades.

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How the SECURE Act Will Change Your Retirement Distributions Thumbnail

How the SECURE Act Will Change Your Retirement Distributions

One of the most visible aspects of the new SECURE Act is the removal of the age cap on contributing to a traditional IRA, which previously had come into play starting in the year you turn 70. But there’s another cap that’s been increased, one that could also affect your long-term plans: The law raises the prescribed beginning date for taking required minimum distributions (RMDs) from age 70 ½ to 72.

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Wills and Trusts Thumbnail

Wills and Trusts

For so many of us, family is paramount. You probably expect to use your wealth to take care of your family in the here and now—health care, travel, college tuition and the like. But chances are you haven’t thought nearly as much about positioning your assets so they’re ready and able to help the people you love after you’re gone. Even if you have made some headway in this area, your plan for your estate is probably a little—and maybe a lot—out of date.

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