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Retirement Plan Participant
Resource Center
For more information on retirement planning, visit our Retirement Plan Participant Resource Center.
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Business Retirement Plan Services
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Wealth of Insights – Tax Savings Strategies
As 2021 comes to a close, now is a good time to start thinking about your taxes and making sure they are aligned with your financial goals. Our resident Manager of Tax Services, Rita Yeung, CPA, highlights some tax savings strategies to consider.
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Wealth of Insights Newsletter
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Monthly Market Watch - November 2021
S&P 500 posted seven new all-time highs at the beginning of November, and both earnings and sales set a quarterly record. However, U.S. markets gave back initial gains by the end of month as Omicron, a new variant detected first in South Africa, reignited transmissibility concerns and global travel restrictions.
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Market and Economic Perspectives
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Supply-Chain Chaos: Holiday Edition
The supply chain is the network by which products flow from the factories of suppliers to the inventories of retailers so they can ultimately be purchased by consumers. Corporate supply chains have been under pressure since the pandemic began.
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Market and Economic Perspectives
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Ways to Minimize Tax on an Investment Portfolio
Although we are all obligated to pay our fair share of taxes, few of us would be pleased to pay taxes unnecessarily. Because taxes lower the actual return on your investments, you should be interested in legitimate ways to minimize taxes on your investment portfolio.
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Appropriate Checklists for Year-End Tax Planning
Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Typically, suggestions are grouped into several different categories, such as "Filing Status" or "Employee Matters," for ease of reading.
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The Markets & the Economy - What We’re Watching: November 2021
One way to measure inflation is with the Consumer Price Index (CPI), which is a measure of the change in prices paid for a basket of goods. The recent October CPI report highlighted an increase of 6.2% in the Consumer Price Index (CPI), the highest number in 30 years.
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Market and Economic Perspectives
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Year-End Charitable Giving
With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind.
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Trust and Estate Planning
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RMD Roundup: A Few Key Updates About Required Minimum Distributions
As we approach the end of 2021, now might be a good time to take a closer look at a few developments surrounding required minimum distributions (RMDs).
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Wealth of Insights Newsletter
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Monthly Market Watch - October 2021
U.S. markets made a recovery in October and closed higher. The S&P 500 reached new highs on the back of a strong third quarter earnings season so far. Coronavirus trends continued to improve and help the reopening.
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Market and Economic Perspectives
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Five Things to Watch Out for When Buying Long-Term Care Insurance
You've researched long-term care insurance (LTCI) and are seriously thinking of buying a policy. Just make sure you're doing it for the right reasons--don't be swayed by unsubstantiated sales pitches. Here are some claims you'll want to think twice about.
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What Do Long-Term Care Insurance Policies Cover?
Long-term care refers to a broad range of medical and personal services designed to assist people who've lost their ability to function independently. If you're thinking of buying long-term care insurance (LTCI), you'll want to make sure it covers the services you may need.
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Long-Term Care Insurance: How Does It Work?
Whether you've had a long-term care insurance (LTCI) policy for years or you're thinking of buying one, it's critical to understand exactly what set of conditions will trigger coverage.
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The Markets & the Economy - What We’re Watching: October 2021
The ongoing hot topic of the labor markets continues to be one of interest. The Unemployment Rate has officially dropped below 5% which is historically considered “Full Employment”.
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Market and Economic Perspectives
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Medicare Open Enrollment for 2022 Begins October 15
Medicare beneficiaries can make new choices and pick plans that work best for them during the annual Medicare Open Enrollment Period. Each year, Medicare plan costs and coverage typically change.
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Retirement Investors: This Back Door May Be Closing for Good
Among the many provisions in the multi-trillion-dollar legislative package being debated in Congress is a provision that would eliminate a strategy that allows high-income investors to pursue tax-free retirement income: the so-called back-door Roth IRA.
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Financial and Retirement Planning
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Estimating Your Future Income
Estimating income is self-explanatory but seldom as easy to implement as it sounds. It is the process of combining everything you know or sense is likely to affect your income for a specific future period, then using it to forecast income.
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Financial and Retirement Planning
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IMG Q4 2021 Investor Letter
During the September Federal Open Market Committee (FOMC) meeting, the Federal Reserve chose to delay announcing when they will start their asset-purchase tapering due to present economic uncertainties.
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Market and Economic Perspectives
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Monthly Market Watch - September 2021
U.S. markets closed lower in September; S&P500 had its largest monthly decline since March 2020, when the coronavirus pandemic prompted a selloff.
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Market and Economic Perspectives
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Life Insurance at Various Life Stages
Your need for life insurance changes as your life changes. When you're young, you typically have less need for life insurance, but that changes as you take on more responsibility and your family grows.
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Wealth of Insights Newsletter
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Strategies Using Life Insurance
Life insurance is not only about protecting your survivors in the event of your death. Depending upon the type of policy you purchase, it can also enable you to meet specific life goals.
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Wealth of Insights Newsletter
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The Markets & the Economy - What We’re Watching: September 2021
The recent jobs market report continues to highlight a slower path of recovery and is an interesting topic to watch – what is the truth behind the job recovery and the issues surrounding the notion of proper full employment?
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Market and Economic Perspectives
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Strategies Using Life Insurance
Life insurance is not only about protecting your survivors in the event of your death. Depending upon the type of policy you purchase, it can also enable you to meet specific life goals: retiring comfortably, paying for your child's education, accumulating wealth, and paying for estate costs.
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How Much Life Insurance Do You Need?
Your life insurance needs change as your life changes. When you are young, you may not have a need for life insurance. However, as you take on more responsibility and your family grows, your life insurance needs increase.
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Life Insurance…Do You Need It?
How will my family manage financially when I die? It’s a subject no one really wants to think about but one you cannot avoid if someone depends on you financially. Life insurance is a way to protect your loved ones financially after you die and your income stops.
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Monthly Market Watch - August 2021
U.S. markets closed higher in August for the eighth consecutive month, despite the continued spreading of the Delta variant globally. Stocks boded well even with restaurants’ demand and labor shortage issues.
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Market and Economic Perspectives
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529 College Savings Plans
529 savings plans are tax-advantaged education savings vehicles and one of the most popular ways to save for college today. They can also be used to save for K-12 tuition.
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Financial and Retirement Planning
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College Saving Options
It is important for parents to start putting money aside for college as early as possible. But where should you put your money? There are many possibilities, each with varied features.
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Financial and Retirement Planning
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Six Keys to More Successful Investing
A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six basic principles that may help you invest more successfully.
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The Markets & the Economy - What We’re Watching: August 2021
With the amazing surge in the markets, many are asking if we have come too far too fast. The S&P 500 is up over 90% off of last year’s bottom, while the average annual return this past century is closer to 10%.
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Market and Economic Perspectives
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Mid-Year Is a Good Time for a Financial Checkup
The first half of 2021 is behind us. A mid-year financial checkup may be more important than ever this year. Here are some actions to consider talking to your relationship manager about to make sure that you are continuing on the right path.
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Financial and Retirement Planning
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Monthly Market Watch - July 2021
U.S. markets closed higher in July for the sixth consecutive month, as a strong rebound in demand continues to push corporate profits higher. Roughly half of the S&P 500 companies have reported results and companies continue to top estimates at record levels.
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Market and Economic Perspectives
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The Markets & the Economy - What We’re Watching: July 2021
Since the Covid-19 pandemic hit and sent us all into a tailspin, the economy has made a remarkable recovery, but we still have a ways to go to reestablish the economy’s previous growth trend.
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Market and Economic Perspectives
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New Global Tax Accord Takes Shape
After more than four years of international negotiations taking place mostly behind the scenes, 132 countries — representing more than 90% of worldwide gross domestic product (GDP) and including the Group of 20 (G20) large economies — recently agreed to a new plan to reform international tax laws in an effort to "ensure that multinational enterprises pay a fair share of tax wherever they operate."
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Should You Be Concerned About Inflation?
If you pay attention to financial news, you are probably seeing a lot of discussion about inflation, which has reared its head in the U.S. economy after being mostly dormant for the last decade.
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Market and Economic Perspectives
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IMG Q3 2021 Investor Letter
Rising inflation and rate hike concerns may have made headlines several times in the first half of 2021, but investors pushed past the speculation and the equity markets posted record highs.
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Market and Economic Perspectives
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Monthly Market Watch -June 2021
U.S. markets closed higher in June for the fifth consecutive quarter, driven by the reopening of economies, stimulus and the central bank liquidity tailwind. Last month’s top performer, the Dow Jones Industrial Average, was June’s laggard.
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Market and Economic Perspectives
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Special Needs Trusts
A special needs trust (or supplemental needs trust) is an estate planning tool that can help provide for the needs of an individual who is disabled without jeopardizing his or her eligibility for government benefits.
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Trust and Estate Planning
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Providing for Your Child with Special Needs After Your Death
Preparing for the day when you won't be around to care for your family is a challenge that all parents face. But as a parent of a child with special needs, your estate planning needs are especially complex.
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Trust and Estate Planning
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Government-Sponsored Disability Insurance Programs
Government-sponsored disability insurance programs are programs designed or mandated by federal, state, and local governments to provide basic income protection, and sometimes medical benefits, to disabled individuals.
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Trust and Estate Planning
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Managing Medical Care When Your Child Has Special Needs
As the parent of a child with special needs, you'll face certain challenges when it comes to coordinating medical care. You may often need to act as an advocate for your child's best interests. To be effective in that role, you'll need to be prepared.
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Trust and Estate Planning
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Planning for the Future with an ABLE Account
If you or a family member has a disability, you may be interested in learning about a tax-advantaged option called an ABLE account which can be used to save or invest for qualified disability expenses. Most states have launched ABLE programs, and more are in the works.
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Trust and Estate Planning
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When Your Child Has Special Needs
As the parent of a child with special needs, you face many of the same challenges that any parent faces. But you'll have to cope with some unique financial, medical, educational, and legal issues as well.
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Trust and Estate Planning
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Comparing Life Insurance Policies
Like anyone else, you want a life insurance policy that meets your needs and budget. But how do you find the right policy when there are so many to choose from and many of them seem so similar? The key is knowing how to compare policies and evaluate the results.
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The Markets & the Economy - What We’re Watching: June 2021
Additional positive news is being seen in job growth – hiring in the US continues to accelerate as the economic recovery gains strength as states continue to ease Covid-19 restrictions on businesses and more people are vaccinated.
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Market and Economic Perspectives
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Retirement Confidence Remains Strong, Despite Pandemic
Despite the economic shock of the coronavirus pandemic, American workers and retirees remain largely optimistic about their financial prospects for retirement.
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Financial and Retirement Planning
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Monthly Market Watch - May 2021
U.S. markets closed higher in May for the fourth consecutive month, driven by the familiar reopening, stimulus and consumption themes in the last few months. The CDC updated masks policies and by the end of the month, many cities have fully reopened.
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Market and Economic Perspectives
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Choosing a 529 Plan
Choosing a 529 plan means first deciding whether a college savings plan or a prepaid tuition plan appeals to you. If you decide on a prepaid tuition plan, you're generally limited to the plan offered by your state.
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Financial and Retirement Planning
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Long-Term vs. Short-Term Disability Income Insurance
It's hard to imagine becoming disabled, and harder still to imagine a disability lasting longer than a few weeks. But serious disabilities can last years or even a lifetime.
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The Markets & the Economy - What We’re Watching: May 2021
Since our last update companies have reported their first quarter financial results. Those results, along with continued strong economic data points, drove an exceptionally strong month of April for the stock market. The S&P 500 delivered a 5.24% return for the month.
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Market and Economic Perspectives
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Rising Inflation: Where Will It Go from Here?
In March 2021, the Consumer Price Index for All Urban Consumers (CPI-U) rose 0.6%, the largest one-month increase since August 2012. Over the previous 12 months, the increase was 2.6%, the highest year-over-year inflation rate since August 2018.
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Market and Economic Perspectives
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Monthly Market Watch - April 2021
U.S. markets closed higher in April driven by the reopening of economies as vaccination momentum continued, as 44% of Americans have received one dose of the vaccine. Positive economic data also contributed to April’s gains.
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Market and Economic Perspectives
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Enhanced Child Tax Credit for 2021
If you have qualifying children under the age of 18, you may be able to claim a child tax credit. (You may also be able to claim a partial credit for certain other dependents who are not qualifying children.)
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Bonds, Interest Rates, and the Impact of Inflation
There are two fundamental ways that you can profit from owning bonds: from the interest that bonds pay, or from any increase in the bond's price. Many people who invest in bonds because they want a steady stream of income are surprised to learn that bond prices can fluctuate, just as they do with any security traded in the secondary market.
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Market and Economic Perspectives
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How Much Disability Income Insurance Should You Have?
The amount of individual disability income insurance you should buy depends on three things: how much income you'll need if you become disabled, how much money you can afford to spend on premiums, and how much insurance you'll be able to purchase under the insurance company's guidelines.
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Do You Need Disability Income Insurance?
People ordinarily buy property and casualty insurance to protect their possessions (houses, cars, and furniture) and life insurance to provide income for their survivors. However, many people don't think about protecting their income with disability income insurance.
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Disability Income Insurance: Typical Policy Features
Although there is no such thing as a standard disability policy, you're likely to see most of the following terms, conditions, and benefits included and explained in most individual disability contracts.
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Divorce and Estate Planning
Wills for both spouses are often drawn up sometime during the marriage--particularly if there are children involved. When divorce is contemplated, the selection of beneficiaries and executors will likely be revised to reflect the absence of your former spouse.
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Trust and Estate Planning
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High-Frequency Indicators: Where to Look for Signs of Recovery
Since the pandemic began, disruptions in business activity have varied greatly from region to region, and often from one week to the next, according to the severity of local COVID-19 outbreaks. Unfortunately, many of the official government statistics used to gauge the health of the U.S. economy are backward looking and somewhat delayed.
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Market and Economic Perspectives
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IMG Q2 2021 Investor Letter
As of early April, nearly 34% of the US population has received at least one dose of the vaccine, and nearly 20% of the population is fully vaccinated. It was a long winter, but optimism is being felt not only in the vaccination acceleration rate, but also with economic normalization in sight.
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Market and Economic Perspectives
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Monthly Market Watch - March 2021
The quarter ended higher in March driven by continued vaccine optimism as U.S. and U.K. rollouts accelerated. President Biden also signed a $1.9T U.S. stimulus bill, injecting the markets with significant fiscal support.
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Market and Economic Perspectives
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Six Keys to More Successful Investing
Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six basic principles that may help you invest more successfully.
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Determining Eligibility for Social Security Benefits
Before you receive any Social Security benefits, the Social Security Administration (SSA) will need to determine your eligibility. Remember that Social Security is an insurance system designed to pay you benefits during times of economic hardship.
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Financial and Retirement Planning
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American Rescue Plan Act Provides Relief to Individuals and Businesses
On Thursday, March 11, 2021, the American Rescue Plan Act of 2021 (ARPA 2021) was signed into law. This is a $1.9 trillion emergency relief package that includes payments to individuals and funding for federal programs, vaccines and testing, state and local governments, and schools.
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Market and Economic Perspectives
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Due Date for Federal Income Tax Returns and Payments Postponed to May 17
Due to the unusual conditions related to the coronavirus pandemic, the due date for individuals to file 2020 federal income tax returns and make tax payments has been postponed by the IRS from Thursday, April 15, 2021, to Monday, May 17, 2021.
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A Guide to Potential Tax Law Changes - Income Tax
President Biden has proposed a number of initiatives during his presidential campaign surrounding tax increases for individuals with high income. More specifically, for individuals with income over $400,000 will be greatly affected.
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Wealth of Insights Newsletter
Tax Planning
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A Guide to Potential Tax Law Changes - Estate and Gift Tax
The federal lifetime gift tax exemption amount is the amount individuals can gift away during their lifetimes without having to pay any gift taxes on the transfer to the individuals. The lifetime gift tax exemption is unified with the federal estate tax exemption amount, which is the total amount that can be excluded from estate taxes at death.
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Wealth of Insights Newsletter
Tax Planning
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A Guide to Potential Tax Law Changes - Business
Clients have different levels of wealth and business complexities, so the potential tax law changes will have varying impacts on estate and income tax planning. The goal of this piece is to give a high level explanation of the more relevant changes that impact most of our lending customers.
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Wealth of Insights Newsletter
Tax Planning
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The Markets & the Economy - What We’re Watching: March 2021
A year ago, our country plunged into a deep recession as our economy shuttered in the wake of a global pandemic. Today, with COVID cases declining, vaccine development and distribution accelerating, our economy continues to heal and to grow, generating a palpable wave of guarded optimism across our country.
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Market and Economic Perspectives
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American Rescue Plan Act Provides Relief to Individuals and Businesses
On Thursday, March 11, 2021, the American Rescue Plan Act of 2021 (ARPA 2021) was signed into law. This is a $1.9 trillion emergency relief package that includes payments to individuals and funding for federal programs, vaccines and testing, state and local governments, and schools.
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Market and Economic Perspectives
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Revisiting the 4% Rule
Saving for retirement is not easy, but using your retirement savings wisely can be just as challenging. How much of your savings can you withdraw each year? Withdraw too much and you run the risk of running out of money. Withdraw too little and you may miss out on a more comfortable retirement lifestyle.
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Financial and Retirement Planning
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401(k) In-Plan Roth Conversions
A 401(k) in-plan Roth conversion (also called an "in-plan Roth rollover") allows you to transfer the non-Roth portion of your 401(k) account into a designated Roth account within the same plan.
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Financial and Retirement Planning
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Estimating Your Retirement Income Needs
You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you'll need to fund your retirement. That's not as easy as it sounds, because retirement planning is not an exact science. Your specific needs depend on your goals and many other factors.
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Financial and Retirement Planning
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Healthcare in Retirement
Health care in retirement is available from many sources. Government programs (such as Medicaid and Medicare) offer numerous health care benefits. However, you may need to purchase supplemental health insurance or Medigap, as well.
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Financial and Retirement Planning
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Insurance Needs in Retirement
Your goals and priorities will probably change as you plan to retire. Along with them, your insurance needs may change as well. Retirement is typically a good time to review the different parts of your insurance program and make any changes that might be needed.
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Financial and Retirement Planning
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Introduction to Retirement Planning
Retirement planning involves an analysis of the various choices you can make today to help provide for your financial future. To make appropriate choices, you need to predict--as well as you can--your future economic circumstances.
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Financial and Retirement Planning
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Investment Planning throughout Retirement
Investment planning during retirement is not the same as investing for retirement and, in many ways, is more complicated. Your working years are your saving years. With luck, your income increases from year to year as you receive promotions and/or pay raises; those increases offer some protection against rising costs caused by inflation.
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Financial and Retirement Planning
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Monthly Market Watch - February 2021
Markets closed higher in February overall despite a dip towards the end of the month. Optimism persisted as Covid infections and hospitalization rates trended lower, the vaccine rollout accelerated, and a third vaccine was approved by the FDA in the U.S.
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Market and Economic Perspectives
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Are You Covered If . . . ?
If something just happened and you need to know if you're covered, you should immediately call your insurer or agent or take a look at your policy. But if you're simply wondering what's covered (and what's not) for future reference, you might start by familiarizing yourself with some real-life scenarios.
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Setting a Retirement Savings Goal
Many Americans realize the importance of saving for retirement, but knowing exactly how much they need to save is another issue altogether. With all the information available about retirement, it is sometimes difficult to decipher what is appropriate for your specific situation.
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Financial and Retirement Planning
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The Markets & the Economy - What We’re Watching: February 2021
We are only in February, yet a lot has happened this year. As you plan for your financial future, it helps to observe what happened in the past to understand what might be best for your future, as well as putting together a guide to help you achieve your goals.
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Market and Economic Perspectives
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GameStop, Reddit, and Market Mania: What You Need to Know
Over the course of 11 trading days from January 13 to January 28, 2021, the stock of GameStop, a struggling brick-and-mortar video game retailer, skyrocketed by more than 2,200% — creating a mix of excitement and concern throughout the financial world.
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Federal Tax Filing Season Starts This Week
The IRS has announced that the federal income tax filing season for tax year 2020 returns begins on Friday, February 12, 2021.
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Monthly Market Watch - January 2021
January started strong with the S&P 500 hitting a new all-time high, but the index gave back gains by the end of the month. U.S. economic data was mixed for January; and as expected, the Federal Reserve (Fed) held the benchmark rate near zero this month, and said the pace of economic recovery and employment have moderated.
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Market and Economic Perspectives
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Financial Aid Changes on the Horizon
The U.S. Department of Education has designated February as Financial Aid Awareness Month, and this year there's a lot to talk about. Learn more about what is included in the recently passed, Consolidated Appropriations Act, 2021.
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Financial and Retirement Planning
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Buying an Existing Business
Unlike a new business, an existing business will likely have a product or service that is familiar to consumers, suppliers, lenders, and employees. Similarly, the business will, hopefully, have established "goodwill".
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Creating an Investment Portfolio
You've identified your goals and done some basic research. You understand the difference between a stock and a bond. But how do you actually go about creating an investment portfolio?
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Claiming Life Insurance Benefits
Life insurance benefits are not automatic. If you are the beneficiary of a life insurance policy (usually your spouse's or other family member's policy), you must file a claim to receive any money.
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The Transition into Retirement
The transition into retirement is when you are changing from your full-time working years to your retirement years. If retirement is approaching, you may have to make numerous decisions.
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Financial and Retirement Planning
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IMG Q1 2021 Investor Letter
From everyone here at IMG we hope you enjoyed your Holiday season and your New Year is off to a great start. While many individuals and businesses struggled in 2020, we remain optimistic 2021 will bring promise to an improved future.
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Market and Economic Perspectives
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Setting Financial and Investment Goals
Setting goals is a very important part of life in general and in financial planning in particular. Before you actually invest your money, you should spend some time considering and setting your personal financial goals.
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Financial and Retirement Planning
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Monthly Market Watch - December 2020
The month and year ended on a positive note, with the S&P and Dow closing 2020 at record levels while the NASDAQ was up ~44% for the year.
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Market and Economic Perspectives
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What Will You Pay for Medicare in 2021?
Medicare premiums, deductibles, and coinsurance amounts change annually. Here's a look at some of the costs that will apply in 2021 if you're enrolled in Original Medicare Part A and Part B.
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Financial and Retirement Planning
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Year-End Charitable Giving
With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind.
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Trust and Estate Planning
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The Markets & the Economy: What We’re Watching – December 18, 2020
Vaccine optimism remains elevated ahead of another expected emergency use authorization for the Moderna candidate.
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Market and Economic Perspectives
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Determining the Value of Your Business
The basic concept of valuation is to determine a justifiable dollar value or price for a total or partial interest in your closely held business. Because valuing a business is so important, you should be very careful when selecting an appraiser.
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The Markets & the Economy: What We’re Watching – December 11, 2020
This week, broader markets continued their march higher with investors focused on a return to stronger economic growth and healthier corporate earnings in the year ahead.
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Market and Economic Perspectives
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The Markets & the Economy: What We’re Watching – December 4, 2020
November marked a historic month in the stock market - the S&P 500 year to date through November 30th was up 14.02%, November alone rose 10.95%.
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Market and Economic Perspectives
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2020 Tax Savings Strategies
As 2020 comes to an end and the presidential election is behind us, we are still left with the uncertainty of how the Senate will be controlled due to the two run-off elections in Georgia in early January 2021.
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Wealth of Insights Newsletter
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Monthly Market Watch - November 2020
November saw a post-U.S. election rally alongside remarkable results from the first Phase 3 trials from vaccine candidates driving equities to new highs globally.
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Market and Economic Perspectives
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Annuities and Retirement Planning
You may have heard that IRAs and employer-sponsored plans (e.g., 401(k)s) are the best ways to invest for retirement. That's true for many people, but what if you've maxed out your contributions to those accounts and want to save more?
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Financial and Retirement Planning
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The Markets & the Economy: What We’re Watching – November 20, 2020
This week Covid-19 cases are rising across the country and fears of more shutdowns loom, but positive vaccine news was released from Moderna and Pfizer/BioNTech fueling optimism.
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Market and Economic Perspectives
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Transferring Your Family Business
As a business owner, you're going to have to decide when will be the right time to step out of the family business and how you'll do it.
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The Markets & the Economy: What We’re Watching – November 13, 2020
As we learned over last weekend, former Vice President Joe Biden is projected to be the 46th President of the United States.
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Market and Economic Perspectives
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The Markets & the Economy: What We’re Watching – November 6, 2020
What a week it has been. We noted in last week’s email that we expected the road to the next President was going to be a wild ride and it certainly has been!
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Market and Economic Perspectives
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Monthly Market Watch - October 2020
As the race continues across the globe to produce a COVID-19 vaccine, stocks closed lower for a consecutive second month.
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Market and Economic Perspectives
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The Markets & the Economy: What We’re Watching – October 30, 2020
The final countdown to the election has begun and we are prepared to see a wild ride until and possibly beyond the November 3rd date!
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Market and Economic Perspectives
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Webinar: Q3 Market Updates & Election Watch
Watch this webinar to learn about Q3 Market Updates & Election Watch.
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Business Retirement Plan Services
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The New Estate Tax Rules and Your Estate Plan
The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the 2010 Tax Act) included new gift, estate, and generation-skipping transfer (GST) tax provisions.
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Trust and Estate Planning
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Conducting a Periodic Review of Your Estate Plan
With your estate plan successfully implemented, one final but critical step remains: carrying out a periodic review and update.
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Trust and Estate Planning
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The Markets & the Economy: What We’re Watching – October 16, 2020
Negotiations on another round of fiscal stimulus to support the economy remain stalled.
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Market and Economic Perspectives
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IMG Q4 2020 Investor Letter
Recently, in our weekly The Markets and the Economy series we’ve been reflecting on the concept of uncertainty and preparing for an uncertain future.
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Market and Economic Perspectives
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Monthly Market Watch - September 2020
Markets gave back last month’s gains and closed lower in September as mega cap technology stocks struggled and a renewed global uptick in COVID-19 cases created concerns despite vaccine trials progressing.
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Market and Economic Perspectives
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The Markets & the Economy: What We’re Watching – October 2, 2020
There is no shortage of news on the impact the coronavirus has had on the markets and the economy, the health of our people and more.
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Market and Economic Perspectives
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The Markets & the Economy: What We’re Watching – September 25, 2020
Uncertainty is a state of being that is not new to us. We all have experienced it in some way shape or form whether personally, or from a distance.
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Market and Economic Perspectives
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Loan Rescue to the Rescue
Cash accumulation in a life insurance policy is valuable and tax advantaged. Loans on those cash values are actually a great way of utilizing the funds.
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Wealth of Insights Newsletter
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Presidential Candidate’s Tax Policy Review
With the presidential election looming, we took a closer look at how the current and proposed tax laws from President Trump compare to Democratic presidential candidate Joe Biden’s proposals.
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Wealth of Insights Newsletter
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The Markets & the Economy: What We’re Watching – September 18, 2020
It has been just over six months since “stay-at-home” orders shut down the economy in an effort to contain the spread of Covid-19.
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Market and Economic Perspectives
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The Markets & the Economy: What We’re Watching – September 11, 2020
There is no question the coronavirus pandemic resulted in a severe global economic contraction.
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Market and Economic Perspectives
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Monthly Market Watch - August 2020
Stocks rebounded despite the ongoing coronavirus pandemic due to the central bank liquidity tailwind, massive fiscal stimulus, vaccine optimism, and positive economic readings.
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Market and Economic Perspectives
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The Markets & the Economy: What We’re Watching – September 4, 2020
Americans started to re-enter the housing market with US home builders starting construction on homes at a higher rate from the prior month.
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Market and Economic Perspectives
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The Markets & the Economy: What We’re Watching – August 28, 2020
The Federal Reserve announced Thursday a significant policy shift, confirming it is willing to have inflation run above its goal of 2% “for some time”.
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Market and Economic Perspectives
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The Markets & the Economy: What We’re Watching – August 21, 2020
Covid-19 has brought upon significant economic damage, unemployment rates never seen in history, and a rising US budget deficit, but the stock market is beating all odds.
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Market and Economic Perspectives
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The Markets & the Economy: What We’re Watching – August 14, 2020
The unemployment rate and the state of the coronavirus are closely linked, with one effecting the other.
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Market and Economic Perspectives
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The Markets & the Economy: What We’re Watching – August 7, 2020
Earnings continue to be reported (roughly 75% of S&P 500 thus far) with US companies beating expectations.
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Market and Economic Perspectives
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Monthly Market Watch - July 2020
As the world continues to navigate the COVID-19 pandemic, U.S. domestic markets closed higher in the month of July.
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Market and Economic Perspectives
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IMG Quarterly Investor Letter – Q3 - 2020
Q2 surprised us all by rebounding to historic highs, almost washing away any setbacks we endured during the first quarter.
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Market and Economic Perspectives
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Monthly Market Watch - June 2020
The S&P 500 Index rose +1.99% on a total return basis in the month of June.
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Market and Economic Perspectives
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Webinar: COVID-19 Impact to Retirement Portfolios
Watch this webinar to learn about the impact COVID-19 has had on retirement portfolios.
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Business Retirement Plan Services
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The Markets & the Economy: What We’re Watching – July 2, 2020
The market posted solid gains this week with Nasdaq experiencing its best quarter since Q2 2001.
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Market and Economic Perspectives
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The Markets & the Economy: What We’re Watching – June 26, 2020
The health of our country and the health of our economy are inextricably co-dependent and in the forefront.
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Market and Economic Perspectives
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RMDs: To Waive or Not to Waive…That is the Question
Learn more about required minimum distribution options available to you in light of changes from the CARES Act.
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Wealth of Insights Newsletter
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Planning is About Living
Lessons the COVID-19 pandemic has taught us. Helpful information about developing a plan for protection later in life.
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Wealth of Insights Newsletter
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Comparing Long-Term Care Insurance Policies
Comparing LTCI policies is a lot easier when you know what to look for.
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Wealth of Insights Newsletter
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Determining the Need for Long-Term Care Insurance – How Much is Enough?
When considering the purchase of LTCI, you'll need to pay particular attention to the benefit amount and to the benefit period.
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Wealth of Insights Newsletter
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The Markets & the Economy: What We’re Watching – June 19, 2020
Positive week and month for the S&P 500, but it is down for the year after last week’s selloff.
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Market and Economic Perspectives
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The Markets & the Economy: What We’re Watching – June 12, 2020
As our economy started to reopen, some states have experienced an uptick in COVID-19 cases.
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Market and Economic Perspectives
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Market and Economic Perspectives
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Monthly Market Watch - May 2020
U.S. domestic markets extended their rebound into May.
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Market and Economic Perspectives
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Introduction to Estate Planning
Estate planning is a method for determining how to distribute your property during your life and at your death.
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Trust and Estate Planning
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Update: Coronavirus and The Markets - What We’re Watching – May 22, 2020
Stocks were volatile this week and opened a bit lower today amid fears of rising US-China tensions.
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Market and Economic Perspectives
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Watch Out for Coronavirus Scams
Fraudsters and scam artists are always looking for new ways to prey on consumers.
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Market and Economic Perspectives
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Key Estate Planning Documents You Need
There are five estate planning documents you may need, regardless of your age, health, or wealth.
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Trust and Estate Planning
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Asset Protection in Estate Planning
You're beginning to accumulate substantial wealth, but you worry about protecting it from future potential creditors.
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Trust and Estate Planning
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Handling Market Volatility
Though there’s no foolproof way to handle the ups and downs of the stock market, the following common sense tips can help.
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There’s Still Time to Contribute to an IRA for 2019
Even though tax filing season is well under way, there’s still time to make a regular IRA contribution for 2019.
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Wealth of Insights Newsletter
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Update: Coronavirus and The Markets - What We’re Watching – May 15, 2020
Everyone is itching to get back to some semblance of normalcy after a few months of quarantined life.
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Market and Economic Perspectives
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Update: Coronavirus and The Markets - What We’re Watching – May 8, 2020
The groundhog-like days may be coming to an end for some of us as we start to see progress in the data.
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Market and Economic Perspectives
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Monthly Market Watch - April 2020
U.S. domestic markets finished sharply higher in April, largely erasing March declines.
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Market and Economic Perspectives
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Market and Economic Perspectives
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Update: Coronavirus and The Markets - What We’re Watching – April 24, 2020
Two leading topics this week were the market’s reaction to the oil war and establishing steps to reopen the economy.
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Market and Economic Perspectives
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Update: Coronavirus and The Markets - What We’re Watching – April 17, 2020
Are the peaks behind us? Are we really starting to see a flattening of the curve?
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Market and Economic Perspectives
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Market and Economic Perspectives
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CARES Act Provides Relief to Individuals and Businesses
On Friday, March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law.
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Market and Economic Perspectives
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IMG Quarterly Investor Letter – Q2 - 2020
A look back on our markets and economy over the first quarter of 2020.
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Market and Economic Perspectives
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Financial and Retirement Planning
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Read the article to learn more.
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Read the article to learn more.
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Financial and Retirement Planning
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ESTATE PLANNING: Five tips to help create an effective estate plan
Spending time up front in the planning process will help you identify key areas or gaps in your current estate plan.
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Trust and Estate Planning
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FINANCIAL PLANNING: What you might not know about Social Security and working past age 65
The Full Retirement Age or “normal retirement age”, generally refers to the age you must reach to be eligible to receive full benefits from Social Security.
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Financial and Retirement Planning
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Business Life Cycles and Business Planning
It is important that you properly identify the life cycle stage of your business so that you can plan appropriately and establish realistic goals for the future.
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Advantages and Disadvantages of Self-Employment
Whether you're running your own business or working as an independent contractor, you'll soon realize that working for yourself isn't just another job, it's a way of life.
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Trust and Estate Planning
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Charitable Giving
A gift to charity is simply a gratuitous transfer of property to a charitable organization.
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Trust and Estate Planning
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Financial and Retirement Planning
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Wealth of Insights Newsletter
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Private Family Foundations
Read the article to learn more.
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Dave Smith on Yahoo
Navigating the Nuances of Business Ownership Transition
