Changes are coming to Social Security for 2021

Social Security can be confusing. There are so many decisions to make – coordinating benefits with your spouse, when to start collecting benefits, and more. That’s why we hosted a webinar to cover your questions about Social Security planning issues. And there are some important changes coming to Social Security in 2021 that we want to highlight: Social Security[...] Continue reading

How does multigenerational planning work?

With changing family dynamics across generations, financial plans should focus on the goals and intentions of individuals, couples, or families. Families are more interconnected now than ever, and multiple generations are important to consider when creating a plan and legacy. Wondering what multigenerational planning looks like? Here’s a sample of different ways we[...] Continue reading

Overlooked stocks poised to perform amid COVID-19

Since the start of the global pandemic in Q1 2020, investors and analysts have of course kept a close eye on how COVID-19 impacted stocks and sectors (negatively and positively). On one hand, it’s no secret that some sectors, such as transportation and tourism, took a massive hit, while sectors like healthcare and technology have performed quite well over the year. As[...] Continue reading

Business owner exit planning amid COVID

2020 has been incredibly challenging for everyone, and now that we’re almost in a new year it’s a good time for business owners to reevaluate their plans. The COVID-19 crisis has presented a number of obstacles for business owners, many of whom are aging baby boomers. Pre-pandemic, many businesses were anticipating a positive trajectory and potential growth –[...] Continue reading

Don’t leave money on the table at year-end

At the beginning of the year, the SECURE Act gave retirees the ability to delay taking their Required Minimum Distributions (RMDs) until the age of 72. A few months later, the CARES Act provided many Americans with relief throughout the COVID-19 pandemic. But with the year quickly coming to a close, there are actions some investors need to take by December 31 to ensure[...] Continue reading