Inflection Points

Entering the New Year comes with changes that can benefit 529 plan beneficiaries that were not previously available.  SECURE 2.0 Act, which was passed by Congress in late 2022, incorporated over 90 provisions, with the 529 plan to Roth IRA rollover being one of... Read More →

As we enter the summer months, most of us will likely be spending some time around the pool, grilling on the patio with friends, or hitting the road for a family vacation.  For those taking a road trip, you likely have chosen a fun... Read More →

It’s human nature to feel compelled to act when going through a stressful period such as a market correction or economic downturn.  It comes from a sense of wanting to control the uncontrollable.  For investors, this often leads to emotional decisions regarding their investments. ... Read More →

In a surprise move this month, Congress passed the “Setting Every Community Up for Retirement Enhancement Act” (SECURE Act).  This legislation was attached to an appropriations bill that helped avert another government shutdown.  This bill, which goes into effect January 1, 2020, has several... Read More →

In our latest edition of Inflection Points, we focus on year end tax planning strategies and provide a reminder about Medicare Open Enrollment. Tax Planning Strategies With three months remaining in our first year under the new Tax Cuts and Jobs Act, here are... Read More →

As we close out the 1st quarter and reflect back on the last 8 months, the re-emergence of market volatility has been noticeable. This is an important time for investors to re-acquaint with the prospect of temporary drawdowns while owning risk assets. Depending on... Read More →

You may have heard us refer to a concept called the Wealth Management Continuum which focuses on key financial planning issues along an investor’s lifecycle. Using the same imagery, I want to touch on some of the key considerations for retirees as it relates... Read More →