Jessie Schlanderer, Portfolio Implementation Lead & Wealth Advisor Exciting news is on the horizon for both investors (like you) and traders (like me)! We are gearing up for a significant shift as the industry moves towards implementing a T+1 settlement cycle for all stocks and funds. This change, slated to take effect at the end …
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The markets had a strong start to the year, with the S&P 500, Nasdaq, and Dow Jones each hitting all-time highs in the first quarter. In fact, the S&P 500 has reached 22 new record highs so far this year. The economy has remained resilient with low unemployment, strong consumer spending, and healthy household and …
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If you don’t have an employer-sponsored retirement plan, ask us to review options with you. Such plans may help you save on taxes, provide creditor protection, and support your retirement goals. Carefully evaluate your business (entity) structure (i.e., Sole proprietorship, S or C Corp, LLC, etc.) Each structure has different tax consequences and liability protections. …
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Estate Plan As those of you who have gone through the estate planning process know, there are a lot of details. Roles to fill. Decisions to be made. Documents to gather or update at your bank, mortgage company, etc. Despite the relatively high level of effort, the outcome allows us to feel a sense of …
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Boy, oh boy, the roles and responsibilities of a trustee are extensive. It is not the type of job you want to go into with blinders on. This article is intended to provide information about this particularly important role and some alternatives if it turns out not to be for you. In addition, if you …
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On March 8th, we had the opportunity to celebrate International Women’s Day, (IWD) with several women clients, friends, and community members. This annual IWD event is celebrated by women all around the world. We have slightly different goals for our celebration each year, with the following as this year’s focus: Meet new women in the …
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You may know that in addition to providing wealth management services to individuals and families, we support business owners with a variety of retirement savings plans for themselves and their employees. These include cash balance, 401(k), and Simple IRA plans. Whether you are a business owner or employee, saving for retirement is important. Business Owners: …
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Business owners are always keeping multiple balls in the air. Thinking about exceptional execution today, while keeping an eye on their vision for the future. With that in mind, we recommend that business owners consider both formal and informal processes to understand the value of their business. Why? Whether you are ready to formally think …
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Insights into probate court The Ins and Outs of Probate Court, which could become a part of your heir(s) future whether you have a trust, a will, or something else – and provide tips to support your heirs. Probate involves the court-managed distribution of assets. In some cases, there are things you can do to …
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It may or may not be a problem you would like to have, but for the first time, we have a potential solution for you. As always, there are rules, so not all situations will work. That said, there is a new option to roll over unused 529 money to a Roth IRA. A few …
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