Our Company News
Social Security Trustees Report 2023: Here We Go Again
Episode 228 – The new Social Security Trustees report has both good news and bad news. The question is: where do we go from here? Continue Reading Social Security Trustees Report 2023: Here We Go Again
The 529 Plan Rollover to a Roth IRA – Is it Worth it?
Episode 227 – The initial promise and excitement of a provision created by SECURE 2.0, to allow 529 Plan account balances to be rolled over to a Roth IRA, has ended in disappointment, but it may still work for you. Continue Reading The 529 Plan Rollover to a Roth IRA – Is it Worth it?
Six Big Mistakes People Make with Their Wills
Episode 226 – Just having a will is not enough. You need to get the details right. Here are 6 big mistakes we see people making when they structure their wills. Continue Reading Six Big Mistakes People Make with Their Wills
The Importance of FDIC Insurance
Episode 225 – Recent financial turmoil involving several large banks provides an important lesson and opportunity to revisit the general FDIC-insurance rules and limitations. Continue Reading The Importance of FDIC Insurance
The Sad Case of Lisa Marie Presley
Episode 224 – Lisa Marie Presley’s death in January of this year came as a shock to many. But it’s just the beginning of the story. Continue Reading The Sad Case of Lisa Marie Presley
IRS Provides Guidance on Required Minimum Distributions for 2023
Episode 223 – Confusion for IRA owners turning age 72 in 2023? The IRS provides clarification and reminds IRA owners that individuals turning age 72 in 2023 are not required to take required minimum distributions. Continue Reading IRS Provides Guidance on Required Minimum Distributions for 2023
Why Giving Cash to Your Children May Not be a Good Idea
Episode 222 – Most parents are naturally inclined to provide financial assistance to their adult children. But be careful: it may do more harm than good. Continue Reading Why Giving Cash to Your Children May Not be a Good Idea
Sock Out Cancer® Named 2022 PGA TOUR Champions Charity of the Year & Reveal Initiatives For the 2023 DICK’s Sporting Goods Open
Sock Out Cancer®, in conjunction with the DICK’s Sporting Goods Open, proudly announced that Sock Out Cancer has been named the 2022 PGA TOUR Champions Charity of the Year. Continue Reading Sock Out Cancer® Named 2022 PGA TOUR Champions Charity of the Year & Reveal Initiatives For the 2023 DICK’s Sporting Goods Open