2020 Annual Financial To-Do List

  Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about your goals!  Here are a few ideas to consider as you plan the year ahead: Can you...

The SECURE Act

Long-established retirement account rules change. The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear to amount to a...

Year End Checklist

As the end of another year is right around the corner, we would like to take this opportunity to remind you of several strategies to help you save money and keep your financial house in order. Maxing out your employer sponsored retirement plan? The maximum...

Tax Loss Harvesting

It might seem counterintuitive but owning an investment with a loss can be beneficial – at least from a tax perspective.  To illustrate, consider the mentality of car ownership for those of us who aren’t “car people.”  That is, we don’t care much about make, model, or...