Manage Wealth

Finalized Inherited IRA Regulations

It's 2:00 a.m., and you are sleeping soundly when your cell phone rings from an unknown number. You answer the phone to hear your grandson’s voice on ...
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Manage Wealth

Finding Peace of Mind with a Well-Ordered Financial Household

As Investment Counselors, my colleagues and I are immersed in the world of financial rules and systems. Whether we are studying the investment markets...
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Manage Wealth

Protecting Against AI-Driven Financial Fraud

It's 2:00 a.m., and you are sleeping soundly when your cell phone rings from an unknown number. You answer the phone to hear your grandson’s voice on ...
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Manage Wealth

2024 RMD Relief for IRA Beneficiaries Subject to 10-Year Rule

In April, the Internal Revenue Service waived penalties for beneficiaries of individual retirement accounts subject to required minimum distributions ...
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Manage Wealth

A New High in Gift Annuity Rates

With payout rates higher than they have been in more than a decade, and possible interest rate cuts on the horizon, now is an opportune time to consid...
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Manage Wealth

Nurturing Prosperity: The Journey of Wealth Management Across Life’s Stages

Imagine a journey where your financial success knows no bounds and your potential is limitless. You are an achiever, and your ambition is the driving ...
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Manage Wealth

Tax Benefits of "Bunching" Charitable Giving

Every year income taxpayers need to decide between taking the standard deduction or itemizing. For those that itemize deductions, a strategy to combin...
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Manage Wealth

Opportunities for Maximizing Education and Retirement Accounts

The cost of education has never been higher. According to the National Center for Education Statistics, the cost of education has increased by two tim...
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Manage Wealth

Tax and Retirement Updates

The SECURE Act that was signed into law at the end of 2019 changed key rules around Individual Retirement Accounts (IRAs). Notably, the age to begin t...
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Manage Wealth

Update: Charitable Gift Annuities More Attractive As Payout Rates Rise Again

Now is a good time for those wanting to give to consider establishing a charitable gift annuity. At its core, a CGA is an arrangement whereby assets a...
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