Beneficiary designations are one of the most important parts of your estate plan. I’ll share a Federal Court decision that highlights the importance of
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Investment markets can be very volatile. You’ve probably heard that a significant market drop can have long lasting, or even permanent negative effects on your
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The SECURE Act and SECURE 2.0 introduced significant changes to retirement and tax planning, with various effective dates. One major change in 2025 affects
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Join Mark and Chief Investment Officer, Thomas Balis, CFA®, as they discuss the current market environment and what clients should be doing to help manage
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2025 is a year of change for our tax laws. In this video Mark and Dave will discuss the status of tax law changes, some thoughts about proposed changes and what
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It can be exciting when you realize your needs are taken care of and you can start planning for gifting to your loved ones, charities, or other people and
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During my travels last week, I met a very nice woman who told me of her husband's passing. She's now dealing with the loss of a loved one and managing their
A common goal people have is to have their mortgage paid off by the time they retire. But is not having a mortgage in your retirement the right answer?
I’ll
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A common question I hear is “Should I withdrawal money from my retirement accounts to pay off debt?”
This is an important question that many of us have asked
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Naming a trust or estate as beneficiary of an IRA introduces a number of post-death issues and potential hurdles.
Before a trustee or executor touches any IRA
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In this episode, Mark discusses important updates for 2025. Tune in live every Wednesday at 10:00 a.m.
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