Planning for the Decumulation Phase of life Among life’s big transitions, the change from working to retirement is one of the biggest. Retirement can bring changes in your lifestyle, your social connections, your day-to day activities. For many, the mostREAD MORE
Author: Jon Beyrer
Is it too early to envision retirement when you’re in your 50’s? Many of us “50-somethings” would say yes- we’re still deep in the middle of career and family building, and retirement may be just a vague concept in ourREAD MORE
In February, stock and bond markets were rattled by fears of a menace that many had forgotten about: inflation. Since it has been so long since investors focused on it, we thought a little brush up on the topic wouldREAD MORE
Picture the Tax Cuts and Jobs Act as an industrial-sized broom: it covers a huge area with just one sweep. In our previous article we discussed some of the key changes this landmark tax overhaul brings for individuals. Let’s focusREAD MORE
The Tax Cuts and Jobs Act of 2017 (TCJA) is the most sweeping change to the tax code in three decades. Passed by Congress and signed into law on December 22nd, TCJA permanently modifies taxes for corporations, but it alsoREAD MORE