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The SECURE Act and How It Could Affect Your Retirement

As part of a larger government spending package, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) was recently signed into law.  The Act includes many provisions and reforms aimed at making saving for retirement easier and more accessible. The Secure Act changes several provisions related to tax-advantaged retirement accounts.  Most provisions in […]
January 17, 2020
2 MIN READ
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CJBS

Proposed Changes for Retirement Plans

Laws regarding retirement savings plans don’t change all that often or all that much. Occasionally, new regulations are issued mandating disclosures, but they go largely unnoticed – and inflation-adjusted contribution limits tend to inch up each year. However, there is one phenomenon that has been increasing over the past decade, and Congress is finally starting […]
September 24, 2019
3 MIN READ
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How Will Tariff Developments Impact the Stock Market Going Forward?

According to an Aug. 13 press release from the office of the United States Trade Representative (USTR), there will be a 10 percent tariff levied against $300 billion of Chinese imports effective Sept. 1. The same press release announced a modification, after hearing from the public and business owners, exempting some of the $300 billion […]
September 24, 2019
3 MIN READ
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CJBS

2018 Year End Tax Planning

Unlike recent years, in which the tax rules have been fairly stable, 2018 brings extensive changes as a result of a large tax overhaul that passed Congress last December. These changes will affect how your 2018 taxes will be calculated. Here’s a quick recap of the new rules, followed by some thoughts on steps we […]
November 27, 2018
12 MIN READ
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