by Jared Walsh | Mar 25, 2020 | Uncategorized
Weathering the COVID-19 storm together I am very proud of our clients right now. Even though the COVID-19 pandemic is still evolving and having violent short-term effects on the financial markets and on our daily lives, many of you are hanging right in there with the...
by Jared Walsh | Jan 28, 2020 | Uncategorized
Net Unrealized Appreciation, usually referred to by its acronym NUA, is a complex and usually misunderstood area of tax planning when it comes to retirement plans that hold company stock within the plan. Here is an example, using Procter & Gamble’s plan, that...
by Jared Walsh | Dec 31, 2019 | Uncategorized
New Retirement Plan Rules – SECURE Act The so-called SECURE Act was added into a year-end spending bill that was passed by Congress on December 19th. In the coming months you’ll be seeing a lot in the financial news about this law and its implications. Here are its...
by Jared Walsh | Oct 24, 2019 | Uncategorized
Social Security Claiming One of the most common planning items we help clients with is the social security claiming decision. More often than not, we advise against the conventional wisdom of delaying the claim of social security retirement benefits. While the early...
by Jared Walsh | Aug 13, 2019 | Uncategorized
Oftentimes investors find themselves with unwanted annuity products that were sold to them by an insurance agent, broker, or bank salesperson. While some annuities are appropriate for client needs, many contain high costs and contractual provisions that can have the...
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