SECURE ACT 2.0: How 529 Plans Are Becoming More Attractive

January 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 Funding

November 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 Know

August 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?

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

Market Update – June 2022

June 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

Creating Tax Diversification Using the “Tax Triangle”

June 13th, 2022 by Jim Allen

Diversification is an important component of the financial planning process. Most often we think of it in terms of portfolio diversification, using different asset classes like stocks, bonds, cash and

Anchor Bay Capital Now Offers Affordable Estate Planning Through a Partnership with EncorEstate Plans

June 1st, 2022 by Jim Allen

The COVID pandemic has taught us that nothing is certain and we need to help our clients plan for every eventuality. This often means encouraging each of our clients to

Series I Bonds – A Positive Development From the Inflation Spike

February 1st, 2022 by Jim Allen

Last month we wrote an article about the current inflation spike and the pain it is inflicting on your monthly spending. The higher cost of living can be attributed to

Mutual Funds are the VHS of the Investment World

January 18th, 2022 by Jim Allen

When I started my career in financial planning way back in 1986, mutual funds were the best way to provide clients a well-diversified investment portfolio. The creation of mutual funds

Rising Inflation – A Fad or a Trend?

December 6th, 2021 by Jim Allen

When it comes to the recent surge in inflation, you don’t need to read about it in the news or hear about it on the TV. You are feeling the