Coronavirus Distributions from Workplace Retirement Plans

By Anne Zavaglia
Posted on May 1st, 2020

Relief may be available for employees impacted by Covid-19. The Coronavirus Aid, Relief, and Economic Security (CARES) Act[i] was signed into law on March 27, […]

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CARES Act – Impact on IRAs and Retirement Plans

By Anne Zavaglia
Posted on April 2nd, 2020

On March 27, 2020, President Trump signed into law the Coronavirus Aid, Relief, and Economic Security Act (CARES Act).  This stimulus package is designed to […]

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The Cost of Credit

By Mark Fissel
Posted on February 27th, 2020

Sometimes you need to borrow money, especially to pay for a large purchase such as a home or a car. It’s easy to focus on […]

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Spring Cleaning Your Way to Better Finances

By Mark Fissel
Posted on February 27th, 2020

Spring is a good time to clean out the cobwebs, and not just in your home or apartment. Your personal finances can benefit from a […]

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Do Target-Date Funds Hit the Bull’s-Eye for You?

By Mark Fissel
Posted on February 27th, 2020

More than half of 401(k) participants have assets invested in target-date funds.1 These “all-in-one” funds are often the default option in workplace plans, and their apparent […]

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SECURE Act Can Have Big Impact on your Estate Plan & Trusts

By Anne Zavaglia
Posted on January 30th, 2020

Authored by Logan Philipps, Esq. and Anne Zavaglia, CFP® When President Trump signed the SECURE Act at the end of 2019, it could easily have […]

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Closing Gaps in Your Insurance Coverage

By Mark Fissel
Posted on January 27th, 2020

Buying insurance is about sharing or shifting risk, but you may think you’re covered for specific losses when, in fact, you’re not. Here are some […]

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The SECURE Act Offers New Opportunities for Individuals and Businesses

By Mark Fissel
Posted on January 27th, 2020

The SECURE Act (Setting Every Community Up for Retirement Enhancement Act) is major legislation that was passed by Congress as part of a larger spending […]

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Charitable Giving for Retirees

By Anne Zavaglia
Posted on December 3rd, 2019

Retirees age 70.5 and older must take required minimum distributions (RMDs) annually from their Traditional IRA accounts. The RMDs are counted as taxable income in […]

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FIRE: Four Things You Need to Know About This Hot Retirement Movement

By Mark Fissel
Posted on December 2nd, 2019

Many workers look forward to the day they can finally retire, and for some, an early retirement would be a dream come true. Others are […]

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