Recently, we have fielded numerous questions on the Estate Planning landscape and how to best navigate what portends to be some pretty drastic changes. Thus, we felt it timely to write a quick piece on the current landscape as we see it and to share some actionable ideas. There have never been more favorable tax […]
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You don’t need to be a big company to have a 401(k). In fact, you don’t even need any employees, aside from yourself… If you’re in business for yourself, you’ve probably heard of a SEP IRA. You might even have one. It’s a pretty good deal in a lot of situations. The account is quick […]
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Around this time last year, I was writing a newsletter article and whitepaper about The SECURE Act. This time around, we have yet another bill passed during the last week of the year with tons of information. The official name of the stimulus bill that was signed into law is, The Consolidated Appropriations Act, 2021. […]
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Two Items to Think About as We Approach November As you might imagine, we’ve been getting a lot of questions about the election. Most often, the question is simply – “What do you think will happen to the stock market if Biden gets in office?” Or, “What do you think will happen if Trump gets […]
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