Category

Wealth Management Insights
Over the last several days, the IRS has rolled out new deadlines and information for taxpayers in response to the COVID-19 pandemic.  Please see the updates regarding 2019 federal income tax return deadlines below.   Federal Tax Filing and Payment Federal income tax return filing and payment deadlines for the 2019 tax year have been extended...
Read More
As our parents age, one of the many factors we need to consider as adult children is their finances and if they’re vulnerable to financial exploitation. After all, many cases of financial exploitation have a root cause in impaired decision-making abilities. Poor decision-making is a consequence of cognitive decline among seniors; even very subtle age-related...
Read More
As we prepare for the upcoming tax season here are a few reminders. 1099 Delivery Reminders Realized gain/loss (cost basis) and IRA distribution details are included on your 1099 tax documents coming directly from TD Ameritrade. Please provide your 1099s to your tax professional for preparing your 2019 tax return. Clients who have established online...
Read More
For many families with seniors in high school, this time of year is the beginning of college decision time! While it is an exciting time for the student, it can also be a large financial decision for the family. Whether you have kids heading to school next fall for the first time or kids currently...
Read More
The SECURE Act (Setting Every Community Up for Retirement Enhancement) became effective on January 1, 2020, and it could have a significant impact on your retirement asset distributions and taxes paid on those distributions. Here are the top five things to know about the SECURE Act: The act increased the required minimum distribution (RMD) age...
Read More
1 2 3 4

Recent Posts

Q4 2021 Economic and Market Update
November 23, 2021
Executive Corner
November 23, 2021
Get Ready for Give to the Max Day by Preparing a Giving Plan
November 9, 2021
2021 Important Year-End Deadlines 
November 9, 2021
How Autumn’s Market Activity Could be Setting the Stage for 2022
November 9, 2021
Open Enrollment Reminder & Employer-Sponsored Retirement Plans
November 4, 2021

Select a Category