You may have read that the Social Security Trust Fund is due to be depleted in 2033, a year earlier than previous projections. This sounds alarming, except for several caveats.
Socially responsible investing has come a long way over the past decade. It used to be viewed as a way for relatively small numbers of investors to divest themselves of stocks in
Federal emergency aid legislation suspends required minimum distributions (RMD) for 2020. If you do not need the income from your IRA or retirement plan, here are tips to maximize the
I would like to take this opportunity to welcome a couple new employees to FSA! Introducing John Jones and Jessica Pavik! John and Jessica came to FSA along with a
Bid adieu to stretch IRAs! A new tax law was passed at the end of 2019 that removed this strategy for passing on your IRAs to the next generation while
ETFs may sound like aliens from the “Star Wars” movies. But they’re actually an increasingly popular investment that offers several potential benefits to investors. The acronym stands for exchange-traded fund.
The Tax Cuts and Jobs Act (TCJA) changed funding a child’s education significantly. Here are five factors to consider. You can now pay tuition for kindergarten through 12th grade at
Do you consider yourself rich? If you own a couple of mansions, a fleet of luxury cars, and financial accounts reaching high into the millions, it may be easy to
Who is your Trusted Contact? We’ve been with you through the ups and downs of life and the stock market. During that time, we’ve learned a lot about you –
Retirement savers, give thanks! The recently passed tax plan doesn’t harm you – much. Congress, for instance, did not lower maximum contributions for tax-deferred plans, like traditional 401(k)s and individual