The Macro View

5 Steps to Take Control of the College Planning Process

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Back to school season is in full swing.  It’s time to swap the beach chairs and boogie boards for backpacks and textbooks.  For high school seniors and their parents/guardians, the coming fall semester also marks the time to get laser focused on the college application process.  It’s time to narrow down the list of schools they’d most like… Read more »


2020 Highlights the Importance of Estate Planning

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The Covid pandemic has been an unavoidable reminder of life’s fragility.  No matter how much caution we take, we’re all at the mercy of the universe and our fortunes and health can turn in an instant.  As financial planners we have the somewhat unfortunate privilege of working with and educating clients on the critical importance… Read more »


End of Year Financial Planning Guide

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Committing to an end of year financial check-up is one of the most important financial planning habits that all of us can incorporate into our annual calendars.  Daniel Pink’s “When”, offers the idea of temporal landmarks – times of the year or certain dates when we are inspired to take stock of where things currently stand while looking ahead to our goals for the future. While it can be tempting to cruise… Read more »


Retirement Plan Issues Continue to Be a Priority for Congress

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The original SECURE ACT was passed into law in December of 2019 way back when we could go to movie theaters.  Flash forward 10 months and the chairman, Rep. Richard Neal (D-MA) and ranking member, Rep. Kevin Brady (R-TX), of the powerful U.S. House Ways & Means Committee have introduced a sequel to the SECURE Act – “Securing a Strong Retirement… Read more »


IRS Announces 2021 Contribution, Benefit Limits

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The IRS has announced cost-of-living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2021 and after a year full of change there will be little changes to the limits next year. Important limits for Plan Sponsors to be aware of: 401k Plan Limits 2021 2020 Maximum Employee Deferral $19,500… Read more »