Planning Commentary
August 10, 2020
You’re finally ready to sit down with an attorney to have your will drafted but […]
June 30, 2020
ORIGINALLY PUBLISHED APRIL 2020, UPDATED JUNE 2020 As noted in our original article dated April […]
June 18, 2020
To say 2020 has been a challenging year is surely an understatement, and we are […]
April 28, 2020
Summary Points in this article IRA Required Minimum Distributions are optional in 2020 Those planning […]
April 6, 2020
In response to COVID-19, the US Treasury automatically extended the federal income tax filing due […]
February 14, 2020
“Go big or don’t bother.” Those are the words we find ourselves saying to clients […]
February 11, 2020
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed by Congress and signed […]
February 10, 2020
This article applies to IRA owners who were age 70 ½ or older by 12/31/2019. […]
Time to Refinance Your Mortgage!