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CARES Act: What Does It Mean For You?

CARES Act: What Does It Mean For You?

April 2, 2020
The full impact of the COVID-19 (coronavirus) Pandemic will not likely be known for many years. With new phrases...
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COVID Stimulus Package: Notes for Business Owners

COVID Stimulus Package: Notes for Business Owners

April 1, 2020
With the massive impact of COVID-19 rippling across multiple industries and the resulting potential for a recession looming over...
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Required Minimum Distributions: New Age, New Deadline

Required Minimum Distributions: New Age, New Deadline

March 5, 2020
The SECURE Act has changed the required minimum distribution (RMD) rules. Most of us now have until age 72...
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Common Tax Errors

Common Tax Errors

March 4, 2020
When you meet with your wealth advisor, he or she can coordinate with your CPA or attorney to help...
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New Coronavirus Relief Package to Help Aid Americans and Businesses

New Coronavirus Relief Package to Help Aid Americans and Businesses

March 2, 2020
Congress recently passed the “Families First Coronavirus Response Act,” bill, and the president signed it into law March 18,...
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Understanding Your Long-term Care Options

Understanding Your Long-term Care Options

March 2, 2020
Q: What long-term care options are out there? A:  There are many long-term care options available for you...
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Long-Term Care (LTC) Insurance—Is It Right For You?

Long-Term Care (LTC) Insurance—Is It Right For You?

February 20, 2020
As we age, our health care needs may grow. And while most of us would prefer to remain in...
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Maximizing your Qualified Business Income Deduction

Maximizing your Qualified Business Income Deduction

February 19, 2020
Have you heard about the 20 percent income tax deduction on “qualified business income (QBI)” and wonder if it...
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Procter & Gamble Stock Option Reporting Changes

Procter & Gamble Stock Option Reporting Changes

February 10, 2020
With the move of the P&G stock options plan to E*Trade, employees and retirees should consider paying special attention...
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Getting The Most Out Of Your Retirement

Getting The Most Out Of Your Retirement

February 3, 2020
The Internal Revenue Service and corporate America have provided workers significant opportunities to fund their families’ financial futures in...
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Considerations for Retirement Plan Withdrawals

Considerations for Retirement Plan Withdrawals

February 1, 2020
At age 59½, individuals are able to begin taking withdrawals from qualified retirement plans without incurring a 10% federal...
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Financial Advice: It Shouldn’t Be the Same for Everyone

Financial Advice: It Shouldn’t Be the Same for Everyone

January 30, 2020
Have you ever received unsolicited financial advice? Your friend tells you Roth IRAs are a home run. Your neighbor...
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Podcasts

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We can help you take the complex and make it simple. Our podcast hosts Mike and Valerie share need-to-know insights about finances and wealth.

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#149

Mitigating Concentration Risk

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December 12, 2024
#148

Fixed Income Explained

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November 14, 2024
#147

Scary Financial Mistakes to Avoid

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October 31, 2024
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