The New SECURE Act and Proactive Retirement Planning Tatyana Bunich CEP.RFC. The House of Representatives passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act on May 23. The next step is to pass through the Senate and be signed by the President. With strong bipartisan support and the Senate already considering changes for retirement plans, industry expert Bob …
Year-End Tax Moves for 2018
Tatyana Bunich CEP.RFC — 410-908-9293 One of our main goals as holistic financial advisors is to help our clients recognize tax reduction opportunities within their investment portfolios and overall financial planning strategies. Staying current on the ever-changing tax environment is a key component necessary to help our clients benefit from potential tax reduction strategies. On December 22, 2017, President Trump signed …
The Four Phases of Retirement
Years ago, when you mentioned the concept of retirement, visions of a long and relaxing stretch of time after your career came to mind. Most people envisioned having a 20 to 30-year time span filled with activities such as traveling to exotic locations, leisurely days of relaxation and recreation and time with grandchildren. The possibility of long-term care was usually …
Estate Planning, Wills and Trusts
Is Your Estate Plan Arranged So Your Family Can Rest in Peace? Tatyana Bunich, CEP | RFC | 410-908-9293 When it comes to financial planning, many people overlook the critical aspect of planning for their estate when they pass away. Over half of Americans don’t have the basic documents that comprise an estate plan, including a will, living will or medical …
Year-End Tax Moves for 2015
One of our major goals is to help our clients identify opportunities that coordinate tax reduction with their investment portfolios. In order to achieve this goal, we stay current on ever-changing tax reduction strategies. This special report covers the details of many year-end tax strategies for 2015. Remember—every situation is different and not all strategies will be appropriate for you. …
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