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  1. Blog

Welcome to 2020 Newsletter Once again, our primary goal this year is to continue our tradition of helping clients achieve their personal financial goals.


New Spending Plan Package Includes Sweeping Retirement Plan Changes The $1.4 trillion spending package enacted on December 20, 2019 included the Setting Every Community Up for Retirement Enhancement (SECURE) Act….


Transitioning into Retirement If you’re considering retirement within the next five years or so, you’re in the retirement “zone.” This is a critical time period.

Charitable Contributions from IRAs The Pension Protection Act of 2006 first allowed taxpayers ages 70 1/2 and older to make tax-free charitable donations directly from their IRAs.


2019 Year End Tax Moves One of our main goals as holistic financial advisors is to help our clients recognize tax reduction opportunities within their investment portfolios and overall financial planning strategies.