Breaking Down the SECURE Act

February 14, 2020

The Setting Every Community Up for Retirement Enhancement (SECURE) Act went into effect on Jan. 1, 2020, and there have been a lot of questions about what impact the new law will have on employees and their retirement plans.

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The SECURE Act’s Impact on IRAs and Roth IRAs

February 14, 2020

The passage of the Setting Every Community Up for Retirement Enhancement (SECURE) Act in 2019 changed several aspects of retirement accounts and plans. The law, which went into effect on Jan. 1, 2020, consists of 29 provisions that deal with several aspects of retirement savings plans and accounts including Required Minimum Distributions (RMDs) and inherited IRAs.  This discussion will focus on the SECURE Act’s impact on IRAs and Roth IRAs and will touch on some new benefits to account holders and some new regulations on inheritances. 

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Tips to Help Protect Yourself From Scams This Tax Season

March 18, 2019

The 2019 tax filing season is here, and as millions of Americans prepare to file their 2018 returns, the Internal Revenue Service (IRS) is reminding consumers to protect themselves against the many tax scams thieves often employ in an attempt to steal money and personal information from unsuspecting victims. Read more

Insight2Markets: Earnings Update

August 22, 2018

Are you being paid for the risk you are taking?

 This is a question consistently asked in the investing world. If the underlying companies in a portfolio are not growing earnings, a higher price and return on the investment generally isn’t justified.  Facebook’s recent miss and price drop is a prime example. Investors do not “like” it when companies fail produce the results they said they would. Read more

4 Ways to Lower Your Tax Bill

January 18, 2018
With the start of a new year, we look forward to the arrival of spring and sunnier days, but January also marks the beginning of the often dreaded tax season. While some of us get excited for a long-awaited tax refund, many stress over getting their taxes filed correctly and paid on time. The December passage of the Tax Cuts and Jobs Act into law means the upcoming tax season may be all the more stressful as Tax Day nears. With this in mind, we want to discuss four tax strategies that could help you save money on your tax bills in 2018. Read more

Financial Wellness

July 27, 2017
In today’s competitive hiring environment, it is important for businesses to offer their employees competitive benefits in order to lure and retain top talent.

Many companies offer employees benefits packages that include savings plans, pensions and stock options, but employees are often left to their own devices when implementing decisions on their financial future. Read more

Brexit Update from Insight Wealth Strategies

June 27, 2016
After weeks of speculation and debate over the so-called “Brexit”, British citizens have voted to withdraw from the European Union. As is often the case when it comes to an ominous headline, media outlets are abuzz with “experts” making predictions. The initial reaction has been a sell-off in global equities. As your advisors, we would like to offer additional information that may put Thursday’s vote into perspective.

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