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Financial Planning

Financial Planning Retirement

2019 IRA Deadlines Are Approaching

Here is what you need to know. Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines. April 1, 2020 is the deadline to take your Required Minimum Distribution (RMD)…

Financial Planning Retirement

New I.R.S. Contribution Limits

Changes for 2020. The I.R.S. just increased the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2020. Here’s a quick look at the changes. *Next year, you can put up to $6,000 in…

Financial Planning

Your Year-End Financial Checklist

Six aspects of your financial life to review as the year draws to a close. The end of the year can help remind us of last-minute things we need to address and long-term goals we want to accomplish. To…

Estate Planning Financial Planning

Trends in Charitable Giving

The hows and whys of charity in America. According to Giving USA 2018, Americans gave an estimated $410.02 billion to charity in 2017. That’s the first time that the amount has totaled more that $400 billion in the history…

Financial Planning

Tax Moves to Consider in Summer

Now is a good time to think about a few financial matters. Consider making tax moves earlier rather than later. If you own a business, earn significant investment income, are recently married or divorced, or have a Flexible Savings…