The SECURE Act brought significant changes to the retirement planning landscape. The wide-sweeping legislation impacted retirement plans in numerous ways, which are covered in this article.
Proposed Changes for IRA Beneficiaries Under the SECURE Act
Putnam Hired as Portfolio Manager for West Bearing Investments
The West Bearing team has expanded, with the hiring of their third portfolio manager, Nathan Putnam. West Bearing recently surpassed $500 million assets under management and needed additional capacity to serve more clients.
Life Expectancy and Wealth Planning
First Quarter 2022 Wealth Management Insights Video: Valuing the Resources of Time and Money
Mary Lago, CFP®, CTFA, discusses the theme for the first quarter of 2022, “Valuing the Resources of Time and Money.”
Wrapping Up 2021 With a Bow: Year-End Planning
As we approach the hectic holiday season, we encourage you to pause and review your personal finances before we close the books on 2021.
Wealth Management Insights Video: Protecting Your Assets and the Evolving Retirement Rulebook
Scott Christianson, CFP®, discusses the SECURE Act and other changes that retirees and those planning for retirement should know.
Third Quarter 2021 Wealth Management Insights Publication
Wealth Management Insights Third Quarter 2021: Protecting Your Assets and the Evolving Retirement Rulebook
Inheritance: Navigating the Bittersweet Windfall
No matter your generation, there is a chance you will receive an inheritance at some point in your life. This bittersweet transfer of wealth could substantially change your financial picture.
A Look Under the Hood at Wealth Planning
The start of the new year brings to mind resolutions and goal setting, but when it comes to your finances it may seem hard to know if you're on track. Financial planning with Wealth Horizon™ provides clarity and a path to success.
Unique Year-End Financial Planning Opportunities in 2020
It has been a wild ride of politics, pandemics, and social unrest. As 2020 draws to a close, it’s time to review some typical year-end wealth planning reminders as well as ones that are unique to this year.
Should Low Interest Rates Alter When to Claim Social Security?
“Where will I generate cash flow in today’s low interest rate environment?” This is a question that many retirees are now facing as they consider how to effectively manage their income in the current era of extremely low interest rates. One answer could be making a strategic decision about when to claim your Social Security benefits.
Third Quarter 2020 Wealth Management Strategy: Planning for the Known and Unknown
Third Quarter 2020 Wealth Management Strategies: Planning for the Known and Unknown, by Mary Lago, CFP, CTFA.
Wealth Management Webinar Recording: Strategies for Now and Later
On June 22, members of our wealth management team revisited timely strategies regarding retirement, charitable and estate planning.
Planning for Healthcare in Retirement
Our health and well-being during this pandemic is a top priority. While there are things about managing our healthcare that we cannot control, we do have options to plan for the financial impact.
'Tis the Season for Year-End Financial Planning
Time seems to move faster as we approach the holiday season. Beyond the festivities, there are a number of year-end considerations that could potentially optimize your 2019 tax liability.