Every quarter, our Certified Financial Planners provide insightful information about the financial industry to keep you informed:

• Estate Planning Pitfalls To Avoid In The New Year: Estate planning is complicated and involve many factors: failing to plan for capital gains taxes and naming the wrong executor are some of the factors that Charlie discusses in this article.
• SECURE Act:  What It Means For You: President Trump signed the Setting Every Community Up for Retirement Enhancement (SECURE) Act in December 2020. Jason Farris wrote about some important factors that stand out: elimination of the “stretch IRA,” RMD age change, and using 529 plans to pay student loans.
• Crunching Numbers Speak For Themselves: Curious on how the markets have reacted in the last decade? Chris Olsgard crunched some numbers to give you the big picture.

Legacy Press Winter Newsletter

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