Your 2020 Retirement Calendar and Checklist—A Great Conversation Starter

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Key Financial Data for 2020

Two years ago, the Tax Cuts and Jobs Act managed to turn a century of tax law on its head. While most people are by now aware of the major changes it brought about, there are still minor ones that need continuous review. Stay on top of the details with this compilation of the various tax rates, thresholds, limitations, and exemptions for the new year.

Recent Updates on 4 Tax-Saving Strategies to Discuss With Clients

Clients rank spending less on taxes as their second-most important priority. These four strategies could offer considerable savings and will work for many people—much depends on the passage of the SECURE Act.

2019 Retirement Calendar and Checklist to Keep Clients on Track

Most retirees just want to visit Oahu and pamper their grandkids, but there are critical financial tasks to handle throughout retirement. Here, we round up the important dates and duties to prepare clients, whether they are retired, semi-retired, or pre-retirement.