by Cindy Joyce | May 1, 2020 | Financial Planning, Retirement Planning
Written by: Grant Wilburn Coming out of college, every new grad is excited to get into their chosen field and start earning money. For many, this initial excitement is quickly accompanied by a new thought: “When can I retire?” While not everyone has the same answer...
by Cindy Joyce | Apr 23, 2020 | Financial Planning, Investing
Written by: JT Beck While investors know that the primary function of their investment accounts is to buy and sell various securities, it may be more difficult to distinguish the unique characteristics of each type of account. There are many different types of...
by Cindy Joyce | Apr 15, 2020 | Financial Planning, Taxes
Written by: Elissa Wurf, PhD, CPA, EA Please Note: As with the updates described below, changes are being rolled out by the IRS and the states sometimes even hourly basis. Therefore, what we say now about returning RMDs below, for example, is still subject to change...
by Cindy Joyce | Apr 1, 2020 | Financial Planning, Retirement Planning
Written by: Sarah Caine, CFP® You’re working, and you have some extra money to invest. You’ve heard that IRAs offer a good way to save money tax-deferred. The problem is, there are two types of IRAs: Traditional and Roth. Which one is better? How do you choose which...
by Cindy Joyce | Mar 4, 2020 | Financial Planning, Taxes
Written by: Dan Honsberger, CFP® On December 20, 2019, the president signed into law the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019. While the most widely publicized changes are to retirement planning, there are wide ranging impacts...
by Cindy Joyce | Dec 3, 2019 | Financial Planning, Taxes
Written by: Marilee Falco, CFP®, ChFC The holidays are almost here and everyone is busy. Nonetheless, it is important to take some time to make sure your year-end tax items are complete. There is no extension for December 31st! The following items must be completed...
