A Letter To Our Clients November 7, 2019 Dear Valued Investor: Turning the calendar from October to November brought more than trick-or-treaters, pumpkins, and leaves to rake. It also brought a wave of important economic updates that delivered more treats than tricks and helped the stock markets reach [...]
2019 Plan Comparison View Article: 2019 Plan Comparison (PDF)
Estates and Trusts Overview View Article: Estates and Trusts Overview (PDF)
Estate Planning Checklist Because you've worked hard to create a secure and comfortable lifestyle for your family and loved ones, you'll want to ensure that you have a sound financial plan that includes trust and estate planning. With some forethought, you may be able to minimize gift and [...]
A Letter To Our Clients October 3, 2019 Dear Valued Investor: Summer has turned to fall, and there’s already a little chill in the air. Three-quarters of the year is behind us now, and both stock and bond markets have had a strong year so far, although we [...]
A Letter To Our Clients September 4, 2019 Dear Valued Investor: The Dog Days of Summer were on full display this past month, as a variety of concerns pushed stocks and bond yields lower. After reaching new record highs in late July, the S&P 500 Index dropped approximately [...]
Volunteer Vacations They could be among the most memorable journeys you take. Travel with a difference: the essence of the volunteer vacation. You take the trip, you help make the difference for others, and perhaps you see the world differently as a byproduct. If you are thinking about [...]
Plan Ahead to Ease Travel Headaches Waiting in a winding airport security checkpoint line is just one of many potential headaches today's travelers experience. In order to help ease the stress of traveling, review guidance from the officials who oversee our nation's travel rules and regulations. The Transportation [...]
529 Plans: Taking Distributions Parents looking to take advantage of the many benefits of a 529 plan will want to know the full details on which educational expenses qualify for tax-free distribution status -- and which do not.1 In Publication 970, the IRS gives detailed guidance on qualified [...]
401(k) Decisions -- You Can Take It With You If you are preparing to change jobs, do you know what your choices are for managing the money in your current employer's retirement plan? Although many people choose to take a cash distribution, there are other options that may [...]
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