The CARES Act & SECURE Act: How your 2020 RMD is affected

2020-04-22T08:41:56-07:00Categories: Blog, Knowledge Center|Tags: , , , , , |

The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) is a far-reaching bill with over 1,000 pages of text that detail the funding, loans, and tax provisions designed to provide economic relief to all Americans.
The CARES Act also includes changes that will directly impact you, as a IRA accountholder that is required to take […]

Financial Terms Made Simple

2019-12-13T09:46:28-08:00Categories: Blog, Follow Us, Knowledge Center, Learn, Research|Tags: , , , , , , |

Glossary of financial terms to make understanding wealth management easier.

 

Accrued Interest– The amount credited to a bond or other fixed-income security between the date of the last payment and the date when the security is sold, or any intermediate date.  The buyer usually pays the seller the security’s price plus the accrued interest.

Asset Allocation– In […]

Know Your Retirement Options

2019-12-13T09:46:32-08:00Categories: Speaking Topics|Tags: , , |

How much money you will really need for a comfortable retirement and what does that mean for saving today? Which type of Retirement Plan is right for you? The benefits and differences between a 401k plan, SEP IRA, Roth IRA & Traditional IRA, and how to know which one might be a good fit for […]