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Wealth Management News & Resources

Should You Name a Trust as IRA Beneficiary?

Should You Name a Trust as IRA Beneficiary?


An IRA is a popular vehicle to save for retirement, and it can also be a powerful estate planning tool. Some people designate a trust as beneficiary of their IRAs, but is that a good idea? The answer: possibly.

IRA benefits

The benefit of an IRA is that your contributions can grow and compound on a tax-deferred basis for many years.

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Yahoo, It’s Planning Season, People!

Yahoo, It’s Planning Season, People!


Time To Work With Your Financial Professionals To Optimize Your Situation

I know, you never knew there was a “Planning Season.” You know about “Tax Season,” but never knew there was a season for planning.

As we further integrate accounting, tax and wealth management services, we want to encourage people to take the time to meet with their team of professional advisors now to see if there are strategies and tactics to improve your situation.

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Weekly Economic Update for October 22, 2018

Weekly Economic Update for October 22, 2018


October 22, 2018

HOMES MOVE AT THE SLOWEST PACE IN 3 YEARS

Existing home sales slumped 3.4% in September as the annualized sales rate decelerated to a degree unseen since November 2015. In reporting this, the National Association of Realtors cited the usual factors: climbing mortgage rates, tight inventory, and ascending prices (the median sale price in September was $258,100, up 4.2% in 12 months).

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Educate Your Children on Wealth Management

Educate Your Children on Wealth Management


If you’ve worked a lifetime to build a large estate, you undoubtedly would like to leave a lasting legacy to your children and future generations. Educating your children about saving, investing and other money management skills can help keep your legacy alive.

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Is Your Highly Appreciated Rental Property Producing the “Right” Amount of Income?

Is Your Highly Appreciated Rental Property Producing the “Right” Amount of Income?


How to evaluate this important part of your financial plan?

In the past several months the team of professionals here at Eckhoff Wealth Management, LLC and Eckhoff and Company have been performing dozens of analyses for clients who own investment property.

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7 Biggest Financial Mistakes Made By Successful Entrepreneurs
The 7 Biggest Financial Mistakes Made By Successful Entrepreneurs

Avoid financial mistakes and build your legacy. Learn more.

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