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Section 529 Plan Distributions and College Refunds for COVID-19

Tax Notes
Jan 04, 2021

During the COVID-19 pandemic, students and families working to pay for college expenses may face financial complications—even from the supposed relief measures schools put in place.

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Can’t Afford an Estate Plan? Here’s What You Can Do Without Spending a Fortune

CNBC
Jan 03, 2021

Despite the fact that life will inevitably end, many Americans admit they don’t have a plan for what will happen to their finances when they pass away.

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Top 5 Life Insurance Stories Of 2020: COVID-19 Dominates

InsuranceNewsNet
Dec 31, 2020

Among the many challenges of 2020 was the renewed exposure of simmering racial tensions that plague American society.

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Codes Of Conduct And Ethics Can Help Guard Against And Address Crisis Situations

Forbes
Dec 29, 2020

For businesses today, holding their own operations and those of others to an ethical standard of behavior is becoming more and more essential; however, such codes of ethics are rarely worth the paper they’re printed on if there is no will to enforce them or buy-in from all parts of the organizati

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Opinion: How Retirement Planning Needs to Change in the New Year

MarketWatch
Dec 28, 2020

As 2021 arrives, the conditions of the past year and the road ahead will both play a part in how those at or nearing retirement spend and save. What exactly will they need to change, and what will advisors need to consider, given these changing conditions?

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The Return of RMDs and Other Retirement Considerations You Should Know for 2021

Barron's
Dec 26, 2020

With the end of 2020 in sight, some of the changes made to retirement planning in the past year may be reverting back to normal.

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Refusing to Retire with Steve Parrish

Retire with Purpose Podcast
Dec 21, 2020

With the retirement planning landscape becoming ever more complex, some older Americans may decide they want to eliminate that financial uncertainty by simply not retiring. But even so, experts agree it’s vital to have a viable exit strategy in case the unexpected happens.

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For Small Business Owners Only: Advanced Retirement Plan Options

Forbes
Dec 21, 2020

Many people who have spent their lives building and maintaining a small business have given much more thought to that business than to their eventual retirement plan, but having an exit strategy is still critical.

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White Paper: The Future Client is Female

Dec 21, 2020

A massive wealth transfer to women is underway. Are you ready to meet their needs?

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Have You Missed These Year-End Retirement Planning Moves?

Forbes
Dec 19, 2020

As the end of 2020 approaches, finalizing certain retirement planning decisions may be a good step to prepare for the coming New Year. One of those potential steps could be to consider potential tax ramifications for clients’ retirement savings in 2021.

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