In our last newsletter we discussed proposed retirement reform that had bi-partisan support. Although we, along with the rest of the planning community, anticipated some significant change to IRAs and RMDs for non-spouse beneficiaries, we didn’t have an actual law to work with. As of December 20, 2019, we do have a law to work […]
READ MORE
The past decade has represented the longest equity bull market in history. Happy New Year! We hope that your holiday season was wonderful and wish you all the best for a happy and healthy 2020. Not only has another year passed us by, but this also marks the end of a decade as well. We […]
READ MORE
Expectations for growth have decreased in recent months, anticipation rising for improvement in US and global economic data. After reaching a new all-time high in July, the S&P 500 Index sold off sharply at the beginning of August on a combination of US/China trade tensions and overall economic concerns. This sell-off coincided with a temporary […]
READ MORE
Looming legislation may have an impact on plans to leave IRA accounts to adult children… Here’s why: The legislation would require certain beneficiaries to accelerate the distributions they’re required to take out of inherited IRAs. If your adult children beneficiaries are forced to take out sizeable amounts of money from the account, it not only […]
READ MORE
However, as with other types of financial planning, bear in mind that your child’s college funding plan requires a disciplined approach that emphasizes consistency with your overall goals and objectives. Here is where planning comes in: Work with a financial advisor to establish a goal and determine how much you need to (and can) save […]
READ MOREOur website is not to be considered an offer or solicitation to buy, or an offer to sell a security, nor an offer of our investment advisory services, to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful. We use reasonable efforts to use information from reliable sources but cannot guarantee its accuracy or completeness. Our advice and services are personalized upon specific needs and circumstances of each individual client; our website is for informational purposes only. Past performance may not be indicative of future results. Certain links, provided for your convenience, may take you to other sites.
All stock price information is provided for informational purposes only, and is not intended for trading purposes. The Biondo Group shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.
