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Tax Planning & Retirement
Social Security & Retirement
The Investment Trap
Early or Forced Retirement
Where You'll Live in Retirement
Charitable Giving & Gifts
There are very few concepts that can strain relational dynamics and provoke anxiety quite like discussing money with family, especially your young adult children. It generally isn’t something many parents are comfortable doing, and that is under “normal” circumstances. The stress is typically compounded when these conversations occur under duress or will inevitably induce major conflict within the family unit. Sometimes the circumstances are unforeseeable and the stress unavoidable. But many times, the contention can be avoided by simply being intentional and having these tough conversations now and on your terms.
Before you know it, the hustle and bustle of the holiday season will be upon us. In order to minimize stress and maximize your gifting abilities, it’s important to keep in mind a few details that you may or may not be aware of when it comes to charitable gifting.
The Social Security Administration Has Announced Cost of Living Adjustments & Tax Changes For 2021. Here’s What You Need to Know
On Tuesday, October 13, 2020, the Social Security Administration released important facts and figures for 2021 – including cost-of-living adjustments (COLA) for retirees and tax changes for the currently employed. As Social Security continues to contribute a large portion of monthly income for many, we thought this information would be timely.
The Election is finally over (at least mostly), and we are busy analyzing the outcomes of the Presidential and Congressional races and the possible impact on policy, the economy, the markets and your finances. Rest assured we are gathering the latest thoughts of economists, strategists and money managers, and evaluating whether any changes might be required in our planning work with clients or our management of your portfolio. In the meantime, we thought you might find the following Q&A about the election results interesting and informative.