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Supplemental Retirement Plan/Deferred Comp Termination: What are the implications?

For many of us, our day-to-day lives have never experienced more disruption. Between massive shifts in corporate strategy and company structure to home schooling your kids, it is harder than ever to maintain control of your personal finances. If you are preparing for a job transition, or if your firm has terminated its Supplemental Retirement Plan/Deferred Compensation Plan, you probably have a few questions. As always, we are here to help!

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Why This Might Be The Time To Refinance!

Yes, interest rates have fallen ... but don’t expect 0% loans. In and of itself, the Fed’s rate cut won’t cause mortgage rates to fall. Because mortgages are long-term loans, their interest rates tend to track long-term bond yields rather than short-term interest rates such as the federal funds rate.

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How Will the SECURE Act Affect You?

Before the SECURE Act, IRA beneficiaries were able to extend required minimum distributions on their inherited IRAs over their entire lifetimes, allowing more opportunity for tax-free fund growth. The SECURE act eliminates the "stretch IRA."

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Graduation is almost here. Now what?

Colleges and universities anticipate that over 3.5M students will graduate this Spring, including masters and doctorate degrees.* Undergrads account for 2.9M of the graduates – which means there could be fierce competition for those seeking their first job during one of the lowest unemployment rates in US history.

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529 Gifting

As we emerged from the Thanksgiving holiday and returned to the office this week, many admitted to arriving early or staying late to scour the internet for the best Cyber Monday deals. The results are in & Amazon along with many other..

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