News and Commentary

The Importance of Selecting and Updating Beneficiaries by Scott Montgomery

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Posted on January 08, 2020 by Scott Montgomery

Naming beneficiaries to receive proceeds from a life insurance policy or retirement account is a difficult decision that requires consideration of a range of factors. Because these selections supersede designations contained in your will, they are an important step in the estate-planning process that must be addresses with particular care and attention to details. Selecting […]

Why Invest in Stocks? by Shane Phillips, CFA, CAIA, CFP ®

Posted on December 23, 2019

The decision to invest in stocks is one that individuals must take the time to consider carefully, weighing the risks and rewards in the context of their own unique facts and circumstances. In general, stocks carry far greater risks than other investments, such as bonds and cash. Investors must contend with market volatility based on […]

Estate Tax Planning Numbers You Need to Know in 2020 by Todd Moll, CFP, CFA

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Posted on December 16, 2019 by Todd Moll

Developing a sound estate plan while you are healthy can go a long way toward saving your estate and family members from significant tax liabilities after you pass away. However, it is important to recognize that estate planning is on on-going process that will require frequent review and modifications based on changes to both your […]

IRS Sets Retirement Plan Contribution Limits for 2020 by Sean Deviney, CFP

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Posted on December 12, 2019 by Sean Deviney

As the year comes to a close, it is not too late for taxpayers to maximize contributions to their retirement saving accounts in 2019. Similarly, with the IRS’s recently announced cost-of-living adjustments to retirement account contribution limits for 2020, it’s now too early to begin planning for next year and the tax returns you will […]

You Are Not Too Young To Think About Life Insurance by Scott Montgomery

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Posted on December 05, 2019 by Scott Montgomery

Death is often the furthest thing on the minds of twenty-somethings who are just beginning their careers and enjoying the freedom and opportunities that come with their post-college life. However, introductions into adulthood also come with a long list of responsibilities, liabilities and risks that require carefully consideration and planning. In the unfortunate and tragic […]

What is a Financial Plan? by Lee F. Hediger

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Posted on November 26, 2019 by Lee Hediger

A financial plan is a written document that lays out your future financial, business and lifestyle goals and maps out comprehensive strategies for achieving them. Contrary to popular belief, financial planning is not just for the wealthy. Rather, it is a critical planning tool that can help all individuals at all income levels make informed […]

Deadline Approaches for Senior Citizens to Take Required Minimum Distribution from Retirement Plans by Robert Mark Weiss, CFA

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Posted on November 21, 2019 by Robert Weiss

If you reached age 70½ this year, it is time to start thinking about required minimum distributions (RMDs) from your tax-deferred retirement accounts and how they will fit into a tax-efficient retirement strategy. The IRS generally requires taxpayers to annually withdraw money from their traditional IRAs, SEP IRAs, SIMPLE IRAs, 401(k), 403(b) and other defined-contribution […]

8 Year-End Strategies for Retirement Savers by Kathleen Marteney CRPC®

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Posted on November 13, 2019 by Kathleen Marteney

Thanksgiving is just ahead and another year is quickly coming to an end, leaving investors with a limited amount of time to maximize their retirement savings in the most tax-efficient manner. Following are some steps to consider taking before Dec. 31. Max out your contribution to a workplace 401(k) retirement plan. For 2019, the maximum […]

Staggered Retirement Requires Married Couples to Plan Carefully by Lee F. Hediger

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Posted on November 06, 2019 by Lee Hediger

Spouses saving for an eventual retirement during their working years often have different timelines for leaving the corporate world behind. While a difference in retirement dates essentially eliminates one income stream and helps couples ease slowly into their golden years, careful advance planning can go a long way to ensuring their financial goals stay on […]

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