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Blog

Ken Weingarten | Mar 10, 2023

Beneficiary Designation: Why It’s Important in Estate Plans

Estate Planning
Beneficiary
Stretch IRA

Part of a proper estate plan involves giving considerable thought to who will inherit your wealth once you pass away. Whether it is a person(s), charity, trust

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Ken Weingarten | Feb 2, 2023

SECURE Act 2.0: What the New Legislation Means for You

Retirement
Required Minimum Distribution
Roth IRAs
529 Plans
Retirement Accounts

Signed into law back in December 2022, the SECURE Act 2.0 delivered various retirement-related changes and provisions that built on the original SECURE Act of

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Ken Weingarten | Nov 11, 2022

Saving & Investing for Your Children: What Options to Consider

Savings
529 Plans
Investing for College

Starting a family is a major event that will result in parents making major adjustments to their finances. From birthday presents to college planning, raising a

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Ken Weingarten | Oct 28, 2022

2023 Contribution Limits + Tax Brackets: What to Expect

Tax Planning
Social Security
Medicare
Roth IRAs

With 2023 right around the corner, the IRS recently announced several contribution limits for retirement accounts as well as increased thresholds for income tax

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Ken Weingarten | Oct 26, 2022

Open Enrollment For 2023 Medicare Coverage: Should You Make Changes?

Medicare
Healthcare

With the Fall season underway, current Medicare beneficiaries are reminded that Open Enrollment is now available. From October 15th – December 7th, Medicare

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Ken Weingarten | Oct 19, 2022

I-Bonds: Do They Still Fit in Your Portfolio? (2022 Update)

Investment Planning
I-Bonds

Most investors consider their portfolio’s fixed income allocation as the safety net that can dampen equity volatility. While the interest rate environment has

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Ken Weingarten | Sep 30, 2022

Student Loan Debt Relief Plan: What You Should Know

College Planning
Student Loans

The Biden administration recently announced a new Student Loan Debt Relief plan which seeks to provide aid to student loan borrowers as we transition back to

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Ken Weingarten | Sep 30, 2022

Federal Student Loans: How to Differentiate Each Type

College Planning
Student Loans

With the Free Application for Federal Student Aid (FAFSA) application date opening up on October 1st, students are given the opportunity to apply for federal

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Ken Weingarten | Sep 23, 2022

The Market is Down: Your Expected Investment Returns Just Went Up!

Investment Planning
Asset Location

Near the end of 2007 as the market was hitting new highs, I wrote a post that was titled exactly opposite of today’s post. (As the market was hitting highs, our

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Ken Weingarten | Jul 28, 2022

Grandparent-Owned 529 Plans and the ‘new’ FAFSA: What New Changes You Should Know

Investing for College
529 Plans

529 plans are generally seen as the most efficient way to save for college. In addition, the Free Application for Federal Student Aid (FAFSA) is another

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Ken Weingarten | Jul 6, 2022

The 4% Withdrawal Rate: Why It Is a Guideline, not a Rule

Retirement Planning
Investment Planning
Tax Planning

One of the most common questions raised when talking about retirement is ‘Will I run out of money?’ Many retirees have looked to the “4% rule” for guidance. In

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Ken Weingarten | Jun 10, 2022

Standard Deviation: How Risky Are Your Investments

Investment Planning

We have all heard the phrases “Low Risk, Low Return” and “High Risk, High Return”. Like returns, the risk level of an investment can be measured as a percentage

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