July 2020

Advisor Snapshot

Welcome to our updated newsletter. We hope you will find it helpful with upcoming events, market updates, and a bit of news from the advisor team. We want this newsletter to be valuable for you so please, please share your feedback and suggestions to help us improve.

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Impact of COVID-19 on Estate Planning

Excerpts and content provided by Sol S. Reifer, JD, LL.M-Estate Planning Accredited Estate Planner The rapidly evolving coronavirus (COVID-19) crisis is creating several unique estate planning and legal challenges around the world, particularly given the volatility of the financial markets. It also creates some innovative opportunities in wealth planning. You may wish to consider the …

Impact of COVID-19 on Estate Planning

Excerpts and content provided by Sol S. Reifer, JD, LL.M-Estate Planning Accredited Estate Planner The rapidly evolving coronavirus (COVID-19) crisis is creating several unique estate planning and legal challenges around the world, particularly given the volatility of the financial markets. It also creates some innovative opportunities in wealth planning. You may wish to consider the …

4 Steps to Boost Financial Confidence

Below are four simple suggestions that can help you increase your financial confidence. Get organized : Not too long ago, it didn’t take much work to organize your finances. Unless you were very wealthy, money matters were fairly straightforward. You could easily store all your financial information in a single accordion file. Today, things are …

More To Keep You Financially Fit

Impact of COVID-19 on Estate Planning

Excerpts and content provided by Sol S. Reifer, JD, LL.M-Estate Planning Accredited Estate Planner The rapidly evolving coronavirus (COVID-19) crisis is creating several unique estate planning and legal challenges around the world, particularly given the volatility of the financial markets. It also creates some innovative opportunities in wealth planning. You may wish to consider the …

4 Steps to Boost Financial Confidence

Below are four simple suggestions that can help you increase your financial confidence. Get organized : Not too long ago, it didn’t take much work to organize your finances. Unless you were very wealthy, money matters were fairly straightforward. You could easily store all your financial information in a single accordion file. Today, things are …

The Basics of The SECURE Act

Signed into law by President Trump on December 20, 2019, the “Setting Every Community Up for Retirement Enhancement Act”, also known as the Secure Act, is intended to increase access to tax-advantaged retirement accounts, helping older Americans in retirement and encouraging employers to offer 401(k) plans. The new act, which went into effect on January …

Sufficient Funds for Your Entire Retirement

When you’re young, the idea of retirement is shrouded in idle thoughts of what you’ll do when you don’t have to work anymore. But while those fast approaching retirement may have a clearer view of what is to come, in some ways, they are just as unaware of what is really in store for them …

MMFA Announces Online College Series for Teens & Parents

MMFA has two new online seminars designed specifically for those saving for or going to college. Two topics with two time slots each will be offered and include: Personal Finance for Teens Learn what every teen & incoming freshman should know before leaving for college. This complimentary online seminar will be presented by Jeff Kort, …

Taxes and Your Investments

One of your portfolio’s largest expenses is probably taxes. One way to help keep your portfolio growing is to invest in a tax-efficient manner. Some suggestions include: Contribute to your 401(k) plan:  Contributions are made on a pre-tax basis, so you don’t pay income taxes currently (Social Security and Medicare taxes are paid), and earnings …

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