Archive for October 2019

Parenthood can be both wonderfully rewarding and frighteningly challenging. Children give gifts only a parent can understand — from sticky-finger hugs to heartfelt pleas to tag along on Saturday morning errands. You raise them with a clear goal that you secretly dread will actually take place — that someday they will be grown, independent, and…

Knowing how much retirement income you might receive from Social Security may help you decide when to begin claiming benefits, and how Social Security might fit into your overall retirement income plan. Our clients enjoy retirement planning as part of their comprehensive financial plan, which considers all sources of retirement income, not just Social Security.…

Proposed legislation in Congress would make three significant changes to the way you can contribute to and withdraw from your IRAs. While Washington gridlock could of course sidetrack the Setting Every Community Up for Retirement Enhancement Act of 2019, or SECURE Act, the measure does enjoy broad bipartisan support. Here’s what it would mean, if…

An important part of managing your personal finances is keeping your financial records organized. Whether it’s a utility bill to show proof of residency or a Social Security card for wage reporting purposes, there may be times when you need to locate a financial record or document – and you’ll need to locate it relatively…