Our Weekly Blog

If you are fortunate to have accumulated some cash and still have a mortgage, you may be wondering if it makes sense to pay off your mortgage or keep it.

Putting together an estate plan can feel overwhelming, but it's an integral part of seeing your final wishes through. Take time to sort through each of these items with your financial advisor to help keep your estate and your loved ones well-organized and prepared.

The Health Insurance Portability and Accountability Act of 1996 (HIPAA) is a federal law that required the creation of national standards to protect sensitive patient health information from being disclosed without the patient’s consent or knowledge.

Due to COVID-19, those that were required to take their minimum distributions from various retirement plans in 2020, could take the year off if desired . Even though some of the benefits of these acts are no longer in effect, some of the rules within them were enacted as permanent changes in 2021. In this blog article, we will look at how these changes affect RMDs in 2021 and beyond.

The last time inflation was this high was 2008—thirteen years ago. And, then, it was not lasting. However, in the 1970’s it reached 12% or more and it persisted for years. Why does inflation matter?

Many of our clients that were thinking of retiring at a particular age have been reaching out to see if an earlier retirement is possible.