Insights

Financial Planning

Spring Clean Your Estate Plan

Spring Clean Your Estate Plan

Over the past couple of months, I’ve had a few clients reach out about updating their beneficiary information on their Schwab accounts after a routine will update. While all of our clients have beneficiaries listed on their IRAs, many people are not aware that you can...

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Big IRA Changes for 2020

Big IRA Changes for 2020

Amid the craziness that is 2020, I wanted to bring a few important IRA updates for this year to your attention. Some changes are temporary pandemic relief resulting from the CARES Act while others are here to stay due to the SECURE Act that was passed in late 2019....

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Navigating the Medicare Maze

Navigating the Medicare Maze

When it comes to retirement planning, almost everyone knows that turning 65 is an important milestone. At 50, you are awarded the opportunity to join AARP and for the next decade, various senior discounts kick in. But for many, the milestone with the greatest...

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The Many Blunders of Equifax

The Many Blunders of Equifax

My guess is that all of you have heard about the recent cyberattack against Equifax that potentially exposed the personal information of 143 million people, nearly half the U.S. population. Many of you have probably used the site Equifax created to check and see if...

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Schwab Tools at Your Fingertips

Schwab Tools at Your Fingertips

Last week, I went to the biannual Schwab Advisor Solutions conference and it motivated me to write about some of Schwab’s tools that our clients may be missing out on. I pulled up our most recent technology adoption scorecard which gives us some very informative...

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The Triple Tax Benefits of HSAs

The Triple Tax Benefits of HSAs

Health Savings Accounts have been growing in popularity with the increased number of high deductible health plans used. High deductible health plans (HDHP) are currently defined as ones with a deductible above $1,300 for an individual and $2,600 for a family. Under a...

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Cracking the College Cost Code

Cracking the College Cost Code

Recently, the Department of Education released a memo saying that it vastly overstated the student loan repayment rates for most colleges.  The new figures suggest that at more than 1000 colleges and trade schools (about a fourth of all schools), at least half of the...

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Social Security – Closing the Gaps

Social Security – Closing the Gaps

You have probably heard through the grapevine that a popular Social Security “loophole” is soon to be closed. The Bipartisan Budget Act of 2015 was passed by the House on October 28th and among other things, it eliminates two popular Social Security strategies that we...

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You Have an Estate Plan, Whether or Not You Know It.

You Have an Estate Plan, Whether or Not You Know It.

I read a quote that caught my attention today: “If you don’t have an estate plan, the state you live in will give you one.”  I’m sure you’ve all heard that the famous musician, Prince, passed away suddenly in April, and this is exactly what will happen to him. With an...

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