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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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Weekly Economic Update for November 12, 2018

Weekly Economic Update for November 12, 2018


November 12, 2018

SERVICE SECTOR KEEPS BOOMING

At a lofty October mark of 60.3, the Institute for Supply Management’s non-manufacturing purchasing manager index was a bit lower than the record 61.6 reading seen in September, but it also beat the 59.3 consensus forecast from Refinitiv.

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Weekly Economic Update for November 5, 2018

Weekly Economic Update for November 5, 2018


November 5, 2018

HIRING SURGED LAST MONTH

The Department of Labor’s latest employment report painted a picture of a thriving economy. Payrolls expanded with 250,000 net new hires in October, with wages improving 3.1% year-over-year (that was the best 12-month wage increase in nine years).

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Weekly Economic Update for October 29, 2018

Weekly Economic Update for October 29, 2018


October 29, 2018

FIRST ESTIMATE OF Q3 GDP: 3.5%

A 4.0% gain in consumer spending and a 3.3% advance in government spending helped strengthen the economy in the three months ending in September. Bureau of Economic Analysis data shows that the past two quarters represent the best 6-month period for U.S.

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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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