by Lori Eason | Oct 28, 2025 | Financial Planning, Tax Planning
Have you ever heard of Rube Goldberg machines? Rube Goldberg was a cartoonist known for drawing overly complex machines that performed simple tasks — a fitting metaphor for post-SECURE Act inherited RMD rules. In case you’re not familiar with Required Minimum...
by Jenny Thompson | Aug 21, 2025 | Financial Planning, Tax Planning
On July 4th, President Trump signed the One Big Beautiful Bill Act (OBBBA) into law. Think of it as a complex sequel to the 2017 Tax Cuts and Jobs Act. Basically, it locks in a lot of tax breaks that were supposed to expire this year—and if they had, more than 60% of...
by Lori Eason | Sep 30, 2022 | Financial Planning
We are often asked to advise on whether our clients should purchase long term care insurance. While we are proponents of being self-insured, when it comes to long term care, with steeply rising prices and the fact that 7 in 10 people 65 and older eventually need some...
by Lori Eason | Mar 21, 2021 | Financial Planning
Over the past couple of months, I’ve had a few clients reach out about updating their beneficiary information on their Schwab accounts after a routine will update. While all of our clients have beneficiaries listed on their IRAs, many people are not aware that you can...
by Lori Eason | Aug 9, 2020 | Financial Planning, Market Related
Amid the craziness that is 2020, I wanted to bring a few important IRA updates for this year to your attention. Some changes are temporary pandemic relief resulting from the CARES Act while others are here to stay due to the SECURE Act that was passed in late 2019....
by Lori Eason | Nov 19, 2019 | Financial Planning
When it comes to retirement planning, almost everyone knows that turning 65 is an important milestone. At 50, you are awarded the opportunity to join AARP and for the next decade, various senior discounts kick in. But for many, the milestone with the greatest...
