OUR LATEST – CORPORATE RETIREMENT PLANS

Whittney Stauffer Joins Friends of Finance

January 2025 Investment Perspectives

We discuss the market in 2023 and look ahead to 2024, digital safety, and updated FDIC calculations for trust-owned bank accounts.
An illustration shows an older couple with canes climbing steps made of dollar bills.

Roth Retirement Savings Strategies

We take a look at the new rules for FDIC insurance limits for bank deposits owned by trusts. The good news: It will be simpler to calculate.
Whittney Stauffer Joins Friends of Finance

October 2024 Investment Perspectives

We discuss the market in 2023 and look ahead to 2024, digital safety, and updated FDIC calculations for trust-owned bank accounts.

Using Qualified Charitable Distributions to Support Charities

Exploring the Power of a Deferred Sales Trust for Financial Flexibility

Business Health and Employee Financial Wellness

Financial wellness programs are a win-win for employers and employees. We break down why it's a smart move for businesses.

Maximizing Profits and Tax Efficiency

Exploring the Power of a Deferred Sales Trust for Financial Flexibility
U.S. capitol building as seen on the back of United States money

Key Provisions of the SECURE Act 2.0

The new law expands savings opportunities and provides a new option for unused 529 plan balances.
Investment Article

Through Thick And Thin

2020 was without a doubt an interesting year. Despite all the challenges, the economy rebounded sharply. What does the future have in store for 2021?
Retirement Plan Contribution Limits

2021 Retirement Plan Contribution Limits

Learn how much you can contribute in 2021 toward your retirement.
Oil field at sunset

Subzero Oil Prices and the Storage Problem

U.S. crude sold at -$37.63 a barrel on Monday, a historic drop below zero. How did we get to this point in the oil and gas industry?

Outlast The Storm

You can't control the stock markets nor stop COVID-19. Managing investments in the midst of the pandemic.

The End of the Stretch IRA

The SECURE Act eliminated a popular feature, the “Stretch IRA.” Learn how this will impact your estate planning and charitable contributions.

Tax Day Delayed To July 15

As COVID-19 grips the nation, the IRS delayed the deadline to file and pay federal income taxes. Read more.

Our Response To COVID-19

Our offices are open and our services continue uninterrupted. Read more.
eggs and coins

SECURE Act Significantly Impacts Your Retirement Planning

If you have an IRA heading into 2020, here's what you need to know about the new tax law and how it may impact your retirement and estate planning.

Doing the Limbo

Our Chief Investment Officer looks back at 2019. Stock returns were very strong, but the bond market forced investors to play the limbo game.
TCO 2020 RPS Limits card

A Christmas Gift to Your Future Self

Make your end-of-year bonus increase your retirement readiness. Take a look at how much you can contribute in 2020 towards your retirement plan.

Upside Down

Making Sense of the Recent Yield Curve
TCO Fiduciary Rule

The Fiduciary Rule: What It Means For You

We have served our clients with a fiduciary duty since our founding in 1981.
wedding cake

The New Tax Law & the Economics of Divorce

Understand the new tax law before untying the knot
dodo illustration

Trying Not To Be a Dodo

Changing Political Climate Threatens Fiscal Conservative Species
glasses on desk

Is Fiscal Discipline Extinct? – Bob’s Market Observations

Does anyone care about government spending and debt? And who will pay the bill?
Senior man comforting senior woman

How Health Problems Become Wealth Problems

Effective retirement planning involves being healthy. Learn how to protect your wealth and your health after you retire.
SPOUSAL SOCIAL SECURITY

Collecting Spousal Social Security Benefits

Social Security benefits are an important component to retirement planning. Here's what you need to know about receiving Social Security on your spouse.
yellow brick road

Staying on The Yellow Brick Road

Financial exploitation and elder abuse continue to rise. How can you protect yourself and your lifetime savings? Read Lesa's article.
TCO Fiduciary Rule

Beyond Our Borders: Why You Should Be Investing in International Markets

It is important to invest in international stocks. Here's why.

DPOA: A Document With Super Powers

A Durable Power of Attorney is a super document. It allows a trusted representative to act in your place. Learn how a DPOA can help you.
working on taxes

Playing Hoops With the IRS

Are you a small business owner or investor? Please meet Qualified Business Income (QBI) deduction.

Happy Birthday, Batman!

Batman, the first comic strip trust fund baby, turns 80 today. What lessons can we draw from the Dark Knight?

My Aunt’s Close Call – Bob’s Market Observations

Luckily, one day, Bob discovered that a beneficiary document his aunt signed could put her estate plan at risk of entering the troubled probate waters.
Whittney Stauffer Joins Friends of Finance

2019 Taxes Cheat Sheet

Easily find out how much you owe the IRS on income taxes, long-term investment capital gains taxes, or trust taxes. A printable cheat sheet to keep on your desk.
man using laptop

Jobs of the Future – Bob’s Market Observations

"Many jobs in the future aren't even in existence today." Are we unprepared for what's coming? Read more.

Alzheimer’s and Dementia Patients Are Easy Prey For Scammers

Each day, Alzheimer's or dementia patients are at a high risk of being financially exploited. Learn how to spot it and how to prevent it.

“Drill, Baby, Drill”

The oil and gas market has been a rollercoaster. Oil barrels reached the $75 price range then dropped again. What does 2019 hold for the energy industry?

The Return of Volatility

It was a challenging year for investors. We wrapped up 2018 with a second 10% correction for the year. What's driving investor anxiety and how does 2019 look like for the markets?

Cracking The Medicare Code

What You Need To Know Before Signing Up for Medical Coverage.
retirement planning with spouse

Qualified Charitable Distribution

Maximize your charitable gifts while saving on Medicare, income taxes and Social Security. Learn how making contributions directly from your Individual Retirement Account (IRA) can be good for the nonprofit and for your pocket.

Tariffs And Raisins – Children Pick Up On The Darndest Things

The Trump administration recently imposed steep tariffs on several countries, including China. In retaliation, China imposed tariffs on American products. This isn't the first time the U.S. grapples with competitive tariffs, though. Learn more about our country's history of tariff conflicts and the current conflict's impact on our economy.
retirement planning with spouse

Catching Up with Your Retirement Savings

Most Americans don't have enough saved for retirement. Is your nest eggs not where it should be? Are you not maxing out your 401(k) contributions? Don't panic. There's still time to catch up with a few strategies and enjoy financial peace of mind soon.

Decrypting the Bitcoin Bubble

The cryptocurrency's meteoric rise in 2017 had the investment community in awe. Today, the Bitcoin phenomenon has turned into a bloodbath. Investors' confidence is gone. Read an interview with Senior Vice President Michael Abboud about Bitcoin's rise and fall.

Tax Reform: How It Affects You

Congress recently passed the largest piece of tax reform legislation in more than three decades. The bill affects most taxpayers. One area is the ability to deduct charitable contributions. Vice President Emily Crain broke it down to what you need to know.

Top 5 Retirement Planning Mistakes

Along with getting married and having kids, retiring is one of the most serious decisions you will make in life. If you plan carefully, your retirement years can be filled with joy and financial independence. But the alternative can lead you to serious financial problems. Here are our top 5 retirement planning mistakes to avoid in order to achieve a successful retirement.
retirement planning with spouse

Why You Might Want Both a Traditional 401(k) and a Roth

Planning for retirement involves balancing what you're willing to set aside now with what you'll pay in taxes while in retirement. Splitting your retirement savings between a traditional 401(k) and a Roth 401(k) — or IRA — is sound planning.

Taking Shortcuts on Retirement

Deciding when to retire is a very important financial decision. Some choose to retire later in life.
retirement planning with spouse

Roth Rules

How to Make a Roth Work for You

Fees Matter

In Debi Combs article, Fees Matter, she explains the importance of knowing what fees are being charged in your 401(k) plan and how those fees can effect your bottom line at retirement.
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