2nd Stimulus Bill Updates and Planning Opportunities

2nd Stimulus Bill Updates and Planning Opportunities

Second Stimulus Bill: Updates and Planning Opportunities January 6, 2021. By Olga Okaty: The second stimulus bill recently passed by Congress and signed by the President enhances and expands a number of economic relief measures and tax provisions that will bring much...
Client Notice: 2020 Year End Reminders

Client Notice: 2020 Year End Reminders

Client Notice: Year-end Reminders December11, 2020: With additional responsibilities placed on so many right now, we wanted to share a concise list of considerations for year-end planning and an easy reference for frequently asked questions:    IRA, SEP IRA, and...
Repost: The Benefits of Kindness and Compassion

Repost: The Benefits of Kindness and Compassion

Given the challenges faced by so many in the current environment, we thought we would repost an article recapping one of our favorite in-house events featuring Dr. Tara Cousineau speaking about her book “The Kindness Cure”. If you did not have a chance to read when it...
Wealth Transfer: More than Just Assets

Wealth Transfer: More than Just Assets

In dealing with families on a holistic planing level, we often provide guidance on wealth transfer.  Given the uniqueness of family dynamics, these discussions can surround many topics. Assets aside, wealth transfer should also be accompanied by knowledge transfer in...
An Update on Recent Market Activity

An Update on Recent Market Activity

With the current health and economic environments seemingly in a constant state of flux as of late, we thought we would share a helpful market update and excerpt from our recent client notice.  Kindly note that the data in this commentary is as of April 30th and...