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The New CARES Act and the Impact on Retirement Plans & IRAs

Apr 02, 2020
On March 27, 2020, Congress responded to the COVID-19 emergency by adopting H.R. 748, also known as the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), the most massive economic recovery…

5 Things You May Not Know About Medicare

Mar 26, 2020
During this unprecedented and distressing time, it is important to do our best to remain confident and optimistic for the future. Which means still planning ahead for things like retirement. If you have…

Key Estate Planning Tools

Mar 16, 2020
When it comes to designing your estate plan, there are a variety of tools to choose from. Wills, trusts, powers of attorney, and other legal documents can all be used to create a plan that addresses your…

Last-Minute Tax Reminders

Mar 10, 2020
The month of April is loaded with tax-related deadlines. Here are some of the key ones affecting individuals. Contribute to an IRA. You have until April 15, 2020 to contribute to an IRA for 2019 – and…

Three Signs that it is Time to Check Your Withholding

Mar 04, 2020
To avoid a surprise tax bill or penalty at tax time, the IRS recommends that you check your tax withholding in the early part of every year, when the tax law changes, and when you notice one of the following…