Last week we covered the extension of the IRA contribution deadline in our blog post. As we continue to approach July 15th, today we thought we would share the below article from Fidelity reviewing some commonly overlooked IRA saving strategies. While everyone has individual circumstances, we are here to help see how these can fit […]
Due to the coronavirus pandemic, the due date for making contributions to an IRA for the 2019 tax year has been pushed back from April 15 to July 15, 2020. Good news for retirement savers: The maximum amount that can be contributed to a traditional IRA increased by $500 for 2019. It’s the first […]
As a complement to our post Why You Should CARE About the CARES Act from April 1st, we wanted to focus today on a few of the specific changes related to retirement plans. Some of these changes allow those who don’t need additional funds to delay required distributions, while other changes focus on providing those […]
To know us is to know that we are a group of avid readers. While the spectrum may be work-related to fluff, non-fiction to fiction, aspirational to inspirational, we like to read. Here’s what the Team is reading these days: Brian: G2: Building the NEXT Generation, Philip Palaveev Omar: Anything and everything related to Coronavirus […]
We know no one wants to see their portfolios go down in value, but we need to remind ourselves that declines are normal – they are part of the business cycle. The challenge is how will you react when those declines occur? The natural instinct is often to react emotionally, but by having a plan […]
Do any of these apply to YOU? You have a retirement account You give to charity You pay taxes You find yourself in the midst of a global pandemic You are subject to the jurisdiction of laws passed by the United States of America If you answered “yes” to any of the above questions, then […]
If you follow our blog regularly, you might have noticed a new message at the bottom of recent posts – “well-th. rebalanced.” You will begin seeing this message more often as we believe wealth is about much more than money. Everyone has their own definition to what makes them happy. This could be spending more […]
Ever find yourself saying something over-and-over again to the point you wonder If you are speaking solely to yourself then FINALLY hear someone else say it? Makes you feel pretty elated doesn’t it! We certainly felt that way when we came across this great article in Fidelity Viewpoints. We are always telling our clients to […]
Philanthropy is a passion for many families. We spend a great deal of time planning on behalf of our clients to make sure their giving objectives are met in the most impactful ways. When our clients’ passion for giving is matched with our passion for our clients and the community, it’s a win-win. We […]
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This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.
All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and Hightower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.
This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of Hightower Advisors, LLC, or any of its affiliates.