Breaking Down the SECURE Act

The Setting Every Community Up for Retirement Enhancement (SECURE) Act went into effect on Jan. 1, 2020, and there have been a lot of questions about what impact the new law will have on employees and their retirement plans.

The SECURE Act’s Impact on IRAs and Roth IRAs

Secure act ira

The passage of the Setting Every Community Up for Retirement Enhancement (SECURE) Act in 2019 changed several aspects of retirement accounts and plans. The law, which went into effect on Jan. 1, 2020, consists of 29 provisions that deal with several aspects of retirement savings plans and accounts including Required Minimum Distributions (RMDs) and inherited IRAs.  This discussion will focus on the SECURE Act’s impact on IRAs and Roth IRAs and will […]

Tips to Help Protect Yourself From Scams This Tax Season

The 2019 tax filing season is here, and as millions of Americans prepare to file their 2018 returns, the Internal Revenue Service (IRS) is reminding consumers to protect themselves against the many tax scams thieves often employ in an attempt to steal money and personal information from unsuspecting victims.

Insight2Markets: Earnings Update

Are you being paid for the risk you are taking?  This is a question consistently asked in the investing world. If the underlying companies in a portfolio are not growing earnings, a higher price and return on the investment generally isn’t justified.  Facebook’s recent miss and price drop is a prime example. Investors do not […]

4 Ways to Lower Your Tax Bill

With the start of a new year, we look forward to the arrival of spring and sunnier days, but January also marks the beginning of the often dreaded tax season. While some of us get excited for a long-awaited tax refund, many stress over getting their taxes filed correctly and paid on time. The December […]

Financial Wellness (Explanation, Tips & Benefits)

Financial Wellness

In today’s competitive hiring environment, it is important for businesses to offer their employees competitive benefits in order to lure and retain top talent. Many companies offer employees benefits packages that include savings plans, pensions and stock options, but employees are often left to their own devices when implementing decisions on their financial future.

Brexit Update from Insight Wealth Strategies

After weeks of speculation and debate over the so-called “Brexit”, British citizens have voted to withdraw from the European Union. As is often the case when it comes to an ominous headline, media outlets are abuzz with “experts” making predictions. The initial reaction has been a sell-off in global equities. As your advisors, we would […]