It is usually recommended that individuals name beneficiaries on their IRAs as it is an effective and simple estate planning strategy. Once a beneficiary
The IRS has recently released the new contributions limits for Plans in 2020. Please see below:
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Defined Contribution Plan Limits (401(k), 403(b), etc.) |
The thought of downsizing is something that may have crossed one’s mind when thinking about one’s living situation during retirement. While the obvious
One of the roles of financial planners is to try to maximize a client’s long-term, after-tax returns. This involves an in-depth look at how investments, risk &
Obsession can be somewhat dangerous as one can get lost in the same train of thought for extended periods of time. There are some financial behaviors or quirks
As important financial paperwork piles up over time, a major question arises, “Should I shred this?” This is a delicate issue as there is the possibility that
Disclaimer: The older you are, the more relevant the post will be. On the flip side, the younger you are, the less relevant it will be!
Moving into a long
The following post was written by my fellow advisor Rick Waechter of Old Peak Finance in Chapel Hill, NC. Thank you to Rick for alerting me to some of these
As the year is coming to an end, open enrollment periods for working and retired individuals are beginning to open in order to make any changes, if needed, to
Whether your child will soon be commencing their freshman year of college or is currently in college, filling out the FAFSA (Free Application for Federal
It can be an exciting time for those who are about to get married. The anticipation of the ceremony, the honeymoon, and every other day after that is uncharted
Being self-employed can provide a higher level of autonomy in your work but it does come with more responsibilities such as retirement plan savings’ options. In