In The HeadlinesMarket RiskStock Market Zach Abraham Discusses the Coronavirus Outbreak’s Impact on Markets Zach Abraham again appeared on Cheddar.com, a show broadcasting live from the New York Stock…Zach AbrahamMarch 20, 2020
RetirementTax Planning Clearing Up Confusion About RMDs Last month, we posted information about how the SECURE Act has increased the age for…Zach AbrahamFebruary 24, 2020
NewsRetirementTax Planning 5 Things You Need to Know About the SECURE Act The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE) became effective Jan. 1,…Zach AbrahamJanuary 22, 2020
Financial LiteracyRetirement The Rules Are Changing For 401(k)s In 2020 The Rules Are Changing For Your 401(k) In 2020 If you’re still working and contributing…Zach AbrahamDecember 20, 2019
BondsInterest Rate Risk Should Interest Rates Remain Low? Federal Reserve Board Chair Jerome Powell and other Fed officials recently asserted there was “no…Zach AbrahamDecember 19, 2019
BondsInvestmentsStock Market Did the Fed and the White House Come to a Meeting of the Minds? On November 18, President Donald Trump invited Federal Reserve Board Chair Jerome Powell to meet…Zach AbrahamDecember 19, 2019
BondsInvestmentsStock Market How Will Lower Interest Rates Affect the Bond Market? On October 31, along with other financial industry experts, Zach Abraham, Principal and Chief Investment…Zach AbrahamDecember 19, 2019
Inflation RiskRetirement Does Your Retirement Plan Include Inflation Risk? Inflation may not always be top of mind when you think about planning for retirement.…Zach AbrahamNovember 20, 2019
Retirement The IRA Had a Birthday Last Month The IRA can provide many gifts as part of a comprehensive retirement plan. The Individual…Zach AbrahamOctober 24, 2019
Health CareMedicare Annual Medicare Open Enrollment Begins October 15 and Runs Through December 7 If you’re already enrolled in Medicare it may be time to evaluate your current coverage,…Zach AbrahamSeptember 24, 2019
RetirementTax Planning Congress Looks to Provide More Options for Retirement Savers While changes to traditional IRAs, RMDs offer some benefits, there are tradeoffs. Broad proposals…Zach AbrahamJuly 22, 2019
Social Security Women and Social Security: Do you really know your benefits? Social Security guidelines for retirement benefits were established all the way back in the 1930’s…Zach AbrahamJune 26, 2019
Financial LiteracyRetirement What’s the difference between an IRA and a Roth IRA? Common financial wisdom tells us that as a paid member of the American workforce, you…Zach AbrahamMay 21, 2019
RetirementSocial SecurityTax Planning Are your Social Security benefits taxable? The answer is: Yes, sometimes. If you don’t have significant income in retirement besides Social…Zach AbrahamApril 24, 2019
Tax Planning It’s Tax Season for Your 2018 Returns – Will You Owe More? This year, the deadline to file your income tax returns is April 15, 2019. As…Zach AbrahamApril 2, 2019
Financial PlanningLifestyle Financial Vows for Money-Savvy Couples February is a good time to celebrate your relationship with your significant other—and renew your…Zach AbrahamFebruary 22, 2019
Lifestyle Managing Your Finances We work with dozens of people to help them create retirement plans. But in order…Zach AbrahamJanuary 23, 2019
Financial PlanningLifestyle 5 Tips for Setting Better New Year’s Resolutions If you typically give up on your goals by March, you’re not alone. Try these…Zach AbrahamDecember 18, 2018
Long Term Care 5 Things to Know About Long-Term Care November is long-term care (LTC) awareness month. Here are five things you should know. …Zach AbrahamNovember 26, 2018
Retirement Top 5 Things Baby Boomers Should Know The Social Security COLA (cost of living adjustment) in 2019 will be 2.8%. This is…Zach AbrahamOctober 24, 2018