In 2019, Congress passed the SECURE Act, which raised the beginning age for Required Minimum Distributions (RMDs) from 70 1/2 to 72 and effectively killed the “stretch” IRA, among other things. And perhaps in another few years, we will have a SECURE Act 3.0 to decipher, but for now let’s take a moment to cover […]
4 Benefits of Delegating Management of Your Held Away Accounts with Will-Kate Do you have a 401(k)? 403(b)? HSA? Or even a 529 education savings plan or variable annuity? Do you know how the investments within those held away accounts are performing? How about how the investments within those accounts are allocated? For many individuals,
Is Your Portfolio on Track? Read More »
From their double-digit highs in the 1980s, interest rates have been on a long and steady decline, reaching historic lows the last couple of years. This has been great news for anyone purchasing a home or taking out a loan, but especially for investors holding bonds. This is because bond values have an inverse relationship
How Rising Interest Rates Could Affect Your Portfolio Allocation in Retirement Read More »
After years of planning and successor grooming, the day will finally come when it is time to pass the baton of the family business into the hands of the next generation. Undoubtedly this transition will elicit a host of competing emotions from pride to fear and excitement to anxiety. But not simply because you’ll be
Life 2.0: What Will You Do After You Hand Down the Family Business? Read More »
As our lives and careers evolve, so too do our financial situations. This is especially true of physicians whose careers demand ongoing attention to more complex financial needs. Early in their careers, physicians tend to struggle with sizeable student debt while simultaneously trying to start a family or a practice, or both! At this stage,
5 Questions Mid-life Physicians Must Answer to Secure Their Financial Future Read More »
A tribute to Wilfred and Catherine Kappenman 2020 has been a year to take fresh look at your life, your family, your business(es), the legacy you want to create and think about what’s next. While you’re reading this on our newly minted WillKate website, we wouldn’t be here today without reflection on our story and
Honoring family values for generations to come Read More »