Have a Pension Benefit? – Decision TimeJune 8th, 2023 by Blake Pinyan
Pensions used to be the primary retirement benefit for employees, representing a promise to pay a certain amount of money based on years of service and compensation. However, due to
Student Loan Forgiveness or Forget About It?May 15th, 2023 by Blake Pinyan
Since the beginning of the COVID-19 pandemic, student loans have been a subject of much attention. With so many changes in just the past few years, it has become difficult
There’s A New Tax Day For Most Californians!April 18th, 2023 by Blake Pinyan
Tax Day 2023 has arrived for most of the Country, April 18. This is the deadline to officially file your individual tax returns or face potential penalties and interest. There
SECURE ACT 2.0: What The New RMD Rules Mean For YouMarch 16th, 2023 by Blake Pinyan
Required Minimum Distributions (RMDs) have been in effect for almost 40 years. They were born from the Tax Reform Act of 1986 and originated with a starting age of 70-1/2.
SECURE ACT 2.0: More Ways To Fund Your Roth BucketFebruary 24th, 2023 by Blake Pinyan
We are proponents of building up the Roth bucket as much as you can. Prior to the passing of SECURE Act 2.0, Roth IRAs and Roth retirement plans (401(k)s, 403(b)s,
SECURE ACT 2.0: How 529 Plans Are Becoming More AttractiveJanuary 31st, 2023 by Blake Pinyan
On December 20th, 2019, the first SECURE (Setting Every Community Up For Retirement Enhancement) Act was signed into law. Three years later, almost to the day (December 29, 2022), SECURE
Inflation Spike Helps Retirement Plan FundingNovember 15th, 2022 by Jim Allen
The inflation spike caused by COVID and the associated economic stimulus packages from the government, plus the war in Ukraine, has created major pain in the pocketbook for most Americans.
Trustees and Executors: 4 Valuable Tips You Need to KnowAugust 2nd, 2022 by Jim Allen
You have been named as a trustee or executor/conservator of a loved one’s estate due to their death or possibly some incapacity like dementia. What do you do now?
Market Update – June 2022June 14th, 2022 by Tanner Wrisley
Market Update A few weeks ago, the market seemed to be taking a quick breath after a rough start to the year. The last two weeks of May were positive
There’s a Bear Coming Towards Us – But is it a Grizzly Bear or a Teddy Bear?June 17th, 2022 by Jim Allen
As we have discussed in previous blog posts, we have been in an historically long bull market. The current market recovery started roughly March of 2009, and other than a