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Our news articles are posted on a regular basis to give our clients relevant and timely information about matters pertaining to our financial services. Browse through our current and archived articles to learn more.

Tag Archives: financial planning

Financial & Wealth :: What Is a “Stretch” IRA?

Finding a method to leave a lasting legacy to your loved ones without increasing their tax burdens can be difficult and complicated. A “stretch” IRA may be a useful approach that can benefit your heirs for generations to come. A … Read more

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Financial & Wealth :: How Much Do I Need to Save?

Many Americans realize the importance of saving for retirement, but knowing exactly how much they need to save is another issue altogether. With all the information available about retirement, it is sometimes difficult to decipher what is appropriate for your … Read more

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Financial & Wealth :: What Is a Bond?

When you invest in bonds, you are investing in the debt of a government entity or a corporation. A bond is simply evidence of a debt and represents a long-term IOU. Bonds are issued by federal, state, and local governments; … Read more

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Wealth Management :: What Is an Annuity?

An annuity is a contract with an insurance company that is funded by the purchaser and designed to generate an income stream in retirement. It is a flexible financial vehicle that can help protect against the risk of living a … Read more

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Wealth Management :: Why Do People Buy Annuities?

Annuities are insurance-based financial vehicles that can provide many benefits sought by retirement-minded investors. There are a number of reasons why people buy annuities. Deferral of taxes is a big benefit, and so is the ability to put large sums of money into an annuity … Read more

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Tax Provisions Expiring in 2013

Many of these temporary tax provisions were previously extended as part of the American Taxpayer Relief Act. Temporary tax provisions that are regularly extended, for one to two years, are referred to as “tax extenders.” The President’s 2014 Budget identifies … Read more

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Financial & Wealth :: Save Now or Save Later?

  Most people have good intentions about saving for retirement. But few know when they should start and how much they should save.           Sometimes it might seem that the expenses of today make it too … Read more

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Financial & Wealth :: What Is a Required Minimum Distribution?

A required minimum distribution (RMD) is the annual amount that must be withdrawn from a traditional IRA or a qualified retirement plan (such as a 401(k), 403(b), and self-employed plans) after the account owner reaches the age of 70½. The … Read more

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Accounting & Tax :: A Possible Threat to Municipal Bond Interest Tax Exemption

Municipal bonds have long been an appealing investment option for high net worth individuals. This has been the case, not only because they provide relatively safe and stable income for investors due to their much lower levels of defaults versus … Read more

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Financial & Wealth :: Is There Such a Thing as a Tax-Free Investment?

The simple answer to this question is “yes.” There are two main types: (1) municipal bonds and municipal bond mutual funds and (2) tax-free money market funds.   Municipal bonds are issued by state and local governments in order to finance … Read more

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