Blog

The SECURE Act Makes Changes to IRAs and Retirement Plans

Apr 29, 2020
Signed into law on December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act makes major changes to IRAs and retirement plans. Here are a few changes that may affect your…

CARES Act for Small Business Chart of Information

Apr 21, 2020
In response to the current crisis the federal government has passed the CARES Act which includes many components. It is important to understand these components including the Paycheck Protection Program…

How the COVID-19 Pandemic Affects Your Estate Planning Efforts

Apr 20, 2020
How the COVID-19 Pandemic Affects Your Estate Planning Efforts Wealth management is much more than management of your investment portfolio. It encompasses all elements of your financial life including…

529 Funds Can Now Be Used for Student Loan Repayment and Apprenticeships

Apr 15, 2020
529 Funds Can Now Be Used for Student Loan Repayment and Apprenticeships Do you have a student seeking higher education? With so much going on during these times, it might be beneficial to know how your…

The Road to a Fruitful Retirement

Apr 09, 2020
Posted by the BAM Alliance, 3/2/2020, by Jeff Johnson, Wealth Advisor -  “Look before you leap” was a bit of good advice I received from my dad as I ventured into college, a career, marriage, life. Your…

Key Estate Planning Tools Continued

Apr 08, 2020
It is important that during this unprecedented time, that we remain optimistic but, also plan for the future. With more time at home, this might be the perfect time to consider things like estate planning…

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…