IRA Recharacterization Basics

September 14, 2020

Presented by Michael G. Wendlandt: Traditional and Roth IRAs offer great benefits, but knowing which of these retirement savings vehicles to use (and when) can be confusing. Did you make an annual contribution to your traditional IRA and Read More...
The CARES Act 2020 RMD Waiver: What You Need to Know

July 27, 2020

Presented by Ben Murphy, CPA, PFS™: The Coronavirus Aid, Relief, and Economic Security Act (CARES Act), signed into law on March 27, 2020, includes Read More...
Financial Planning for Empty Nesters

July 20, 2020

Presented by Dean Elliott: Congratulations are in order! You planned ahead, saved money for education expenses, and now your child is off to college. Read More...
Retirement Account Rule Changes Under the CARES Act

April 10, 2020

Presented by Ben Murphy, CPA, PFS™:  For many Americans, the novel coronavirus (COVID-19) pandemic has resulted in an immediate need for funds Read More...
Insider’s Guide to Social Security

March 2, 2020

By Tom Kennedy, CFP® According to Bankrate, there are at least 567 different ways for couples to take Social Security distributions. In fact, Read More...
Countdown to retirement shows an hourglass

February 11, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: There’s a lot to consider as you prepare for retirement, so it’s wise to begin planning well ahead Read More...