We’re concerned about Coronavirus. We’re worried about how it may impact our physical health. We’re also uneasy about the impact of small business closings and the stock market decline on our financial health. On top of all these concerns, we’re anxious about our mental health as we have to practice social distancing. Partner Patti Black, …
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SECURE Act Impact Part 2: 5 More Types of Individuals Impacted by the New Law
Welcome to Part 2 in the Who, What, and When of the Setting Every Community Up for Retirement Enhancement (SECURE) Act. If you missed Part 1, which addressed the two most publicized changes within the SECURE Act: the push back of the start date for *Required Minimum Distributions from retirement plans, and the semi-elimination of …
SECURE Act Impact Part 1: What Retirement Account Owners Can Learn From The Boss, The Piano Man, and Gooney Bird
That rustling sound you may have heard in late December was not Santa, nor a late-night Amazon delivery, but rather Congress passing the Setting Every Community Up for Retirement Enhancement (SECURE) Act on December 19, 2019 (which President Trump signed into law the following day). While most of the SECURE Act’s provisions became effective on …
Planning for Your Digital Assets
Benjamin Franklin famously said, “In this world, nothing can be said to be certain, except death and taxes.” No one enjoys paying taxes, but our communities benefit from parks, better roads, schools, libraries, etc. However, with death, it’s our survivors who benefit from our estate plan. The conversation about what to do with our assets …
Achieving Financial Fearlessness: Talking to Teens about Money
The list of things we want to teach our teens before they leave the nest is long: how to put clean clothes in drawers to avoid those same clean clothes being intermingled with the dirty ones that are in the floor just feet away from the laundry basket, how to open the refrigerator and see …