Considerations When Making Gifts to Children
If you make significant gifts to your children or someone else's children (perhaps a grandchild, a nephew, or a niece), or if someone else makes gifts to your children, there are [...]
Am I Subject To A Behavioral Bias Regarding An Asset I Own?
(Click to download a PDF version) __ Disclaimer Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of [...]
Tax Filing Information for Coronavirus Distributions
In March 2020, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act. The legislation included a provision that allowed qualified retirement plan participants and IRA account holders to take [...]
2020 Year in Review
https://youtu.be/EOa3zSqHEWs __ Disclaimer Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance [...]
Seeking Sun or Savings? Explore a Retirement Move
Many people intend to retire in the place they call home, where they have established families and friendships. But for others, the end of a career brings the freedom to choose [...]