IRS Allows for Reversal of 2020 RMDs

Category: Financial Planning » Cashflow

By Zach Dalluge

08/03/2020

In late June, the IRS announced RMDs would be able to be reversed from any account requiring them through August 31st. Since the IRS is allowing this, it presents a potential tax planning opportunity.

Who Should Care About the CARES Act? You!

Category: Financial Planning » Cashflow

By Zach Dalluge

03/30/2020

Early in the morning on Wednesday, March 25th, negotiators from both Congress and the Executive branch struck a deal spending nearly $2.2 Trillion to aid individuals and businesses.�

Med School Grads, Do These Three Things First

Category: Financial Planning » Cashflow

By Zach Dalluge

02/14/2020

As a recent medical school graduate, resident, or doctor early in your career, there are a few key things to consider for your financial well-being. The earlier you develop a strategy for these things, the greater the benefit.

SECURE Act Signed Into Law. How Will This Impact Your Plan?

Category: Financial Planning » Estate & Transfer Planning

By Zach Dalluge

01/16/2020

In December 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement (SECURE) Act into law. Will it affect you?

The Ins and Outs of Paying Student Loan Debt

Category: Financial Planning » Behavioral Finance

By Zach Dalluge

12/20/2019

Whether you are working on paying down student debt yourself, or have children looking to do so, below are some questions to consider.

Kids These Days Aren’t Even Taught How to Balance a Checkbook

Category: Financial Planning » Behavioral Finance

By Zach Dalluge

09/20/2019

The truth is, there’s a huge need for all of us to help the people around us make wise decisions with regard to money. 

3 Key Topics You Should Know from the Retirement Enhancement Act

Category: Financial Planning » Estate & Transfer Planning

By Zach Dalluge

07/03/2019

While the News headlines the impasse with split government in Washington, the trade war, immigration, and the growing field of contenders for the White House, a substantial change in retirement plans is making its way through Congress.