Lifestyle eNewsletter for March, 2020
SMART TIP: Do you know your “numbers”? Your average blood pressure, blood sugar, cholesterol, and body mass index can be good indicators of your overall wellness. At your next checkup, discuss...
New I.R.S. Contribution Limits
The I.R.S. recently announced the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2020. Here’s a quick look at them: *Next year, you can put up to...
Lifestyle eNewsletter February 2020
SMART TIP: Dry skin this winter? Moisturize immediately after bathing or washing your hands, while your skin is still damp, to help lock in moisture and prevent it from fully evaporating off your skin...
The SECURE Act
Long-established retirement account rules change… The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings...
Your Extended Care Strategy
Are you prepared for the possibility – and expense – of eldercare? Do you have an extra $33,000 to $100,000 to spare this year? How about next year, and the year after that? Your answer to these questions is probably “no.” What could...
Avoiding Large Losses in Your Portfolio
“Rule No.1: Never lose money. Rule No.2: Never forget rule No.1.” – Warren Buffett1 Risk is a factor in any investment decision that you make. Your tolerance for risk is something that you will want to...