The CARES Act: IRA’s and Employer-Sponsored Plans
The recently passed Coronavirus Aid, Relief, and Economic Security (CARES) Act included some significant items that not only impact small businesses but also have some changes for IRA’s and employer-sponsored retirement plans. You will need to bring these up to your...
Lagniappe December 2019
Just a little bit extra as we approach the end of 2019 Trusted Contacts Our industry has always placed an emphasis on protecting the interests of clients who are the target of fraudsters, especially the elderly who are more prone to such attacks. To help in this...
Tax Efficiency in Investing
“…but in this world, nothing can be said to be certain, except death and taxes.” ― Benjamin Franklin In our approach to investing, the “tax tail” does not wag the “investment dog”, meaning that we begin our approach to investing with our philosophy (applying...