Sign up for our NEW Interactive Edition of the Advisor Magazine
Sign up now: As our firm changes and grows, our magazine and the way we communicate and educate our clients and constituents reflect that change. Our magazine has been available …
Check the background of investment professionals associated with this site of FINRA BrokerCheck
Tag: retirement planning
What are the Tax Planning Benefits of Qualified Charitable Distributions and Roth Conversions?
A Qualified Charitable Distribution (QCD) is an otherwise taxable distribution from an IRA owned by an individual who is age 70½ or older and paid directly from the IRA to …
The Cost of Market Timing
Anyone who has ever invested in the stock market has thought to themselves, “Is this really the best time to put my hard-earned money into the market?” Or, if you’ve …
Secure Act 2.0: What does this mean for retirement savings?
On December 23rd of 2022 Congress, with bi-partisan support, passed the Secure Act 2.0. and President Biden signed it into law on December 29, 2022. This act builds onto the …
Plotting the Course of Financial Planning
Thinking back on when I first started at Fragasso in the late 1990’s, our focus has always been on our clients’ individual and unique financial goals. Fragasso’s financial planning department …
The Past Foretelling the Future
The last 50 years in the investment industry have presented us with many significant changes and most have been improvements. For example, eliminating fixed brokerage commissions ushered in the new …
How a Cash Balance Plan Can Help Business Owners Boost Retirement Savings
Many employers offer a retirement plan as a part of an overall benefits package to help attract and retain key employees. This is especially important in an increasingly competitive labor …
Have You Set Your Financial Goals for the New Year?
A New Year’s resolution is a commitment that an individual makes to a project or the reforming of a habit, often a lifestyle change that is generally interpreted as advantageous. (Wikipedia) …
Is Inflation Here To Stay?
With inflation at its highest peaks in over 40 years, it is no wonder that investors are concerned. Key contributing factors have been the labor shortage, supply chain backlog and …
2020: The Year of the ‘SECURE Act’
After being passed by the House last summer and some hesitation by the Senate, the “SECURE Act” was signed into law at the end of 2019. SECURE stands for Setting …