/ Tax Planning Strategies Why Might I Reconsider My IRA Beneficiaries Under the SECURE Act? To better illustrate the challenges and opportunities this element of the SECURE Act presents, let’s look at a few scenarios. by Molly Loftus
/ Investing and the Economy Three Surprising Questions to Ask Your Wealth Advisor It’s common to think about wealth transfer as something that won’t be a concern until the distant future. by Molly Loftus
/ Wealth Management How does managing total net worth increase an investor’s value? A comprehensive strategy is imperative to optimize resources and ensure the financial plan’s success by Molly Loftus
/ Wealth Management What are some important considerations for your estate plan? It is important to have conversations about your estate plan with your children: These discussions may not be easy to have, but they are necessary by Molly Loftus
/ Wealth Management Is it folly to predict a recession? Although many indicators suggest that a recession may be on the horizon, there are also many reasons to believe one will not occur by Molly Loftus
/ Wealth Management What challenges arise when dividing family-owned businesses among heirs? Transitioning a business to the next generation demands careful planning by Molly Loftus