Article Relief Legislation Measures to Be Aware Of April 3, 2020 On March 27, the federal government passed the Coronavirus Aid, Relief and Economic Security (CARES) Act. It is intended to dull the economic blow that this virus has and will continue to dole out to families and the nation. Here are some relevant provisions of the CARES Act to know about, along … Read Morekeyboard_arrow_right
Podcast Strategic Retirement Planning: What’s the Best Account for You? By Rick Winters, Andrew Busa — February 12, 2020 You’ve heard the names: Traditional IRA, Roth IRA, 401(k), brokerage account, health savings account. But which is the right one for you and your retirement plan? In this lively conversation, Vice President Rick Winters and Senior Financial Planner Andrew Busa discuss strategic ways to think about how to invest for your post-work … Listen Nowkeyboard_arrow_right
Podcast Retirement Savings Rules Have Changed: Unpacking the SECURE Act By Patrick Carlson, Robert Lepson, Geoffrey Turner — January 14, 2020 The SECURE Act, signed into law at the end of 2019, is the most significant new legislation affecting retirement investing in more than a decade. In this illuminating conversation, Vice President of Wealth Services Patrick Carlson sits down with Vice President Bob Lepson and Account Manager Geoffrey Turner to unpack the broad … Listen Nowkeyboard_arrow_right
Article SECURE Act Impact on Your Bottom Line January 3, 2020 In the flurry of holiday merry-making, you may well have missed some important news for your retirement savings: Late last month, Congress passed the SECURE Act, which includes some significant new rules affecting how we all save and plan for retirement. Here are five of the biggest changes that may impact … Read Morekeyboard_arrow_right
Article Financial Planning in Your 60s April 13, 2023 Financial planning is a lifelong process. In your 60s, with the retirement finish line likely in sight, returning to or creating your financial plan is as important as ever. Here are five tips to help ensure that your golden years match your dreams for them: Update your financial plan. Inflation is a … Read Morekeyboard_arrow_right
Article Health Care Allocation in Client Portfolios November 19, 2019 In October, health care stocks shook off some of their politically hobbled 2019 underperformance. Despite the sector’s disappointing performance this year, Equity Research Analyst Kate Austin explained why we’ll continue to overweight health care in our recent quarterly webinar*: Investing Through Impeachments and Trade Wars. Please enjoy the excerpt above and … Read Morekeyboard_arrow_right
Article Family Benefits of Social Security October 28, 2019 In a previous post, we discussed the basics of Social Security. Today, we’ll dive into some other features of the Social Security program to include in your financial planning: Spousal benefits, child benefits and survivor benefits. Benefits for Spouses Under the Social Security system, one half of a married couple … Read Morekeyboard_arrow_right
Article When Should You File for Social Security? September 23, 2019 Questions about Social Security come up frequently in our financial planning conversations with clients. It’s a complex issue with many angles to consider, but we’d like to look at four key factors you might evaluate in deciding when to file for your Social Security benefits. 1) Your Full Retirement Age (FRA). … Read Morekeyboard_arrow_right
Article 5 Key Roth Conversion Considerations July 16, 2019 Roth IRAs are a powerful retirement savings vehicle—but should you trade in your traditional IRA for one? The answer comes down to taxes. What makes them so popular is that money placed in a Roth IRA can grow tax-free and then be withdrawn tax-free in retirement. Money you contribute to a … Read Morekeyboard_arrow_right
Podcast Answering Your Questions About Social Security By Dina Milne, Alec Rosen — July 16, 2019 Social Security can be complicated. Fortunately, our experts have answers to some of your most complex questions. In the final installment of a three-part series, wealth planning professionals Dina Milne and Alec Rosen take listener requests and cover some of the trickier aspects of Social Security, such as when to apply, eligibility … Listen Nowkeyboard_arrow_right