March 15, 2022

Retirement Planning MasterClass

Retirement Planing MasterClass The Retirement Planning Masterclass was created to help you to better structure your retirement and investment plans, to better manage risk, and to preserve a comfortable lifestyle. Live Online Tuesdays, April 19 & 26 Time: 10:00am-11:30am Concordia University Saturdays, April 23 & 30 Time: 10:00am-11:30am 282 Concordia […]
November 19, 2021

Important Planning Numbers 2022

2022 Important Planning Numbers Download There are lots of important planning numbers that we work with.  At the same time, there are many core numbers our clients ask us about and need to keep in mind. In some cases, those numbers change each year. Other times, the figures do not […]
September 17, 2021

New Tax Law Proposed Will Kill IRA Conversions and Investments in Private Placements

New Tax Law Proposed Will Kill IRA Conversions and Investments in Private Placements Introduction The new tax law presented by Democrats seeks to reform retirement plan rules.  It also seeks close “loopholes” commonly used by wealthy individuals. Finally, it limits private equity investments by IRAs, including business start-up funding.  The […]
September 14, 2021

Biden Tax Law Proposal Targets High Income Individuals, S-Corps and Trusts

Biden Tax law proposal Targets High Income Individuals, S-Corps and Trusts Introduction The new Biden tax law is on deck and in the books. Democrats released the tax proposal on September 13. After months of anticipation, the final product does not match expectations. The proposed measures may impact you in […]
September 2, 2021

The Sustainability of Social Security

The Sustainability of Social Security The Social Security Administration (SSA) just issued its annual report and projects a fiscal cliff in 2034. Let’s discuss what’s happening, what’s being done about it and how you might be affected. The Sustainability of Social Security full post(670 words, 3 images, estimated 2:41 mins […]
August 14, 2021

Benchmark Selection for Investment Portfolios

Benchmark Selection for Investment Portfolios Introduction Benchmarking is the process of comparing your investment portfolio to a market index.  Investors should carefully assess benchmark selection.  This is especially important for multi-asset portfolios subject to periodic rebalancing and cash distributions.  A well-chosen benchmark is like a compass that can quickly tell […]
July 8, 2021

Issues to Consider in a Quarterly Review Meeting

Issues to Consider in a Quarterly Review Meeting Download This checklist covers 40 of the most important planning issues to identify and consider during your quarterly review meeting.  Its structured as follows: Cash flow issues Asset and debt issues (including investments) Insurance planning issues Tax planning issues Long-term planning issues […]
May 5, 2021

Important Planning Numbers 2021

2021 Important Planning Numbers Download There are lots of important planning numbers that that we work.  Our Clients also have  important planning numbers they to keep in mind. In some cases, those numbers change each year. Other times, the figures do not change, but are still used frequently. Given the […]
April 30, 2021

Important Planning Milestones 2021

Important Planning Milestones 2021 Download Important Planning Milestones 2021 is a list of key milestone dates that advisors and clients need to keep in mind. Retirement benefit maximization and eligibility requirements often depend on a client’s year of birth or other life-cycle milestones and circumstances. Important milestones are not always […]
January 15, 2021

Full Spectrum Goal Planning

Full Spectrum Goals Download Full spectrum goals cover an individual’s full, remaining life-cycle.  Periodically, it is essential that you update and prioritize your planning objectives, regardless if you are new to financial planning or not.  Goal setting is key to defining planning strategies and alternatives, curating advice and making client […]