Archive for September 2016

Good News if You are Charitable!

Good news if you are charitable…. Qualified charitable distributions are renewed-PERMANENTLY! No more annual “wait and see” and scrambling to get things done. QCDs expired once again at the end of 2014, but the new tax law, “Protecting Americans from Tax Hikes Act of 2015” makes them-effective retroactively for 2015 and beyond. QCDs allow individuals…

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Let’s Admit It: We All Need Retirement Income

  Let’s Admit It:  We All Need Retirement Income No matter what situation you find yourself in, whether you have $5 million or $50,000 saved for retirement, we can all agree that retirement income is the foundation to every financial plan.  A house without a strong foundation can never become a safe home to dwell…

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