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Qualified Charitable Distributions
If you’re charitably minded and in your 70s, there’s a powerful tax strategy you may be overlooking: Qualified Charitable Distributions (QCDs). Typically, withdrawing money from an IRA is taxable. Once…
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Macroeconomic View & Markets
The year 2020 was a time of unprecedented personal, economic, and political turmoil. Leading to unparalleled market volatility, the deepest…
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“Where Am I Going?”
The beginning of any year is a good opportunity to review your life and determine what you want to accomplish.…
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Markets & Macroeconomic View
The economic recovery continued throughout the quarter. U.S. manufacturing expanded for a 5th straight month ending September. Consumer spending climbed…
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Medicare – The Basics
The cost for healthcare continues to significantly outpace inflation and, for some, may be the biggest expense during retirement. There…
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Risk Tolerance Recalibration
Over the last decade, as we progressed further from the Financial Crisis, investor risk tolerance has continued to “increase” but…
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What You NEED to Know!
Congress just passed two very important pieces of legislation – the SECURE Act & the CARES Act. Both have many important…