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2020 Investing Lessons

As 2020 winds to a close, you will notice the typical barrage of articles being sent out explaining what happened this year and predicting what’s going to happen next year. Typically, it’s best to ignore these as just noise (Spoiler alert: none of the end of year 2019 articles had pandemic on the prediction list). However, the end of the year does provide a good opportunity to reflect on what... READ MORE

Should you consider a Buffer Annuity?

This year has yielded very volatile market conditions, primarily due to the COVID-19 pandemic. As a result of the Federal Reserve, interest rates are now very low and there isn't much indication that they will rise any time soon. This implies that bond yields will be very low and it will be more difficult to achieve good stock market returns. One strategy to consider for those who seek downside... READ MORE

How The CARES Act Impacts Charitable Giving

As we quickly approach the fourth quarter, year-end tax planning and charitable giving are often discussed with our clients. The CARES Act has expanded charitable giving opportunities for this year. For instance, a new "above the line" charitable deduction is available this year (up to $300 for single, $600 for married filers) even to those who claim the standard deduction. This article by Schwab... READ MORE

Latest Travel Trends and Destinations

As many of you enjoy spending some time traveling, we recommend that you check out this Virtuoso article by Elaine Glusac. It provides insight about the latest travel trends and top destinations to keep in mind as you plan your vacations.... READ MORE

2020 Personal Financial Planning Calendar

Happy New Year! Don’t let 2020 pass you by and let hindsight be this year (see what we did there?). Take prudent steps now in order to make the most out of your hard-earned wealth. Here we’ve put together a simple financial planning calendar for 2020 to help you prepare for the year ahead. Other areas that may not affect everyone but to consider and add to your planning calendar if they do:... READ MORE

Retirement Plan Contribution Limits Going up in 2020

The IRS has published the new increased retirement plan contribution limits for next year. However, contribution limits for IRAs are remaining the same. Please click here to check out Forbes ' helpful summary of the new contribution limits for 2020.... READ MORE