After two years of discussion, SECURE Act 2.0 of 2022 was passed on Friday, December 29, 2022. It is the most impactful retirement legislation in the past 15 years, and it received bipartisan support to help Americans save more for retirement. The … [Read more...]
WBIR-TV: Charitable Giving with an IRA
As we approach the season of giving, relationship manager Chris Lambert shared with WBIR-TV how IRA holders over the age of 70 ½ may be eligible to use Qualified Charitable Distributions to satisfy IRA requirements while fulfilling charitable … [Read more...]
WBIR-TV: The Why and How of Estate Planning
On a list of things you should do before you pass away, estate planning might not immediately come to mind. However, having a plan in place will help your loved ones. Wealth management associate Todd Kelly Jr. shared with WBIR-TV a checklist that … [Read more...]
WBIR-TV: Importance of Digital Estate Planning
In a world that increasingly is becoming digital, it is important to reflect on and plan for the future of your digital assets. Client specialist Catherine Carter shared with WBIR-TV how to get started on a digital estate … [Read more...]
WBIR-TV: What is a Recession?
A combination of economic factors seems to be setting up a recession. Chief Investment Officer Miranda Carr helped clarify on WBIR-TV what a recession is, what we might expect and what investors should do. … [Read more...]
WBIR-TV: Interest Rates and Inflation
Earlier this month, the Federal Reserve raised its benchmark interest rate in an effort to curb inflation. Chief Investment Officer Miranda Carr shared on WBIR-TV how this rate increase could impact our finances. https://youtu.be/_ZrG5na0mFU … [Read more...]
WBIR-TV: Stocks, Bonds and Your Financial Plan
The financial markets are in an unusual situation: Stocks and bonds, which typically move in opposite directions, are both down this year, making some investors anxious. Chief Investment Officer Miranda Carr shared on WBIR-TV some historical insight … [Read more...]
WBIR-TV – Interest Rates and Your Financial Plan
Relationship manager Chris Lambert shared on WBIR-TV how homeowners and potential homebuyers can adjust financial plans to accommodate interest rate changes. https://youtu.be/Z_FXvfxwlVQ … [Read more...]
WBIR-TV: Navigating Finances in Uncertain Times
Client specialist Catherine Carter shared on WBIR-TV some strategies for successfully navigating these uncertain times of rising inflation and headlines of strife from around the world. https://youtu.be/wRW5mtsI0nk … [Read more...]
WBIR-TV: Simplify your taxes, save for retirement
Relationship manager Chris Lambert shared on WBIR-TV the documents you need to file based on your situation and the new tax code along with insight into how you can simplify your taxes and save for retirement. https://youtu.be/vqFeVnALzGs … [Read more...]
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