Financial Tips to Know When You Welcome a Baby to the Family Ryan Munroe, CFP® My wife and I recently welcomed a new addition to our family, a baby boy that we couldn’t be more excited about. Adding a chair to the dinner table can be a tremendous source of joy and...
Large and In Charge? Giant Firms atop Market Is Nothing New. Tech standouts are drawing attention for their perceived sway on stocks, but leaders become laggards. From Dimensional Fund Advisors with additions by Thomas Connelly, CFP, CFA. A top-heavy stock market with...
The IRS Expanded CARES Act Tax Breaks Notice 2020-50 Impacts Retirement Plan Distributions & Loans Sources: Forbes.com, accountingtoday.com. IRS.gov Last Friday the IRS expanded the number of taxpayers that qualify to tap into their retirement plans under the...
The Paycheck Protection Program Flexibility Act (PPPFA) PPP extension and flexibility What’s the Focus of the Act? ► Allows additional time to qualify for loan forgiveness ► Eases restrictions on how much should be used on payroll[/vc_column_text][vc_column_text] They...
The SECURE Act What IRA Holders Should Know What’s the Focus of the Act? ► Modifies RMD rules for retirement plans ► Provides broader access to retirement plans ► Increases lifetime income options in retirement plans The Key Impacts RMD START DATE...
Our COVID-19 Preparedness Plan “Think, act, and communicate from the inside out.” That comes from our core values, which, along with our fiduciary responsibility, represents our dedication to the wellbeing of our employees, our clients and community. To...
