IRS Rules Update for 2020
This year has been quite disruptive in many ways, including the IRS rules governing required distributions from retirement accounts. To remind you, important updates that became effective in 2020 include: Required minimum distributions from all plans were suspended (only for... Read More →
Could a Revocable Trust Be Beneficial?
A revocable trust can provide several benefits as a part of an estate plan. A revocable trust that you create as the grantor can be controlled during your lifetime with you as the trustee. You retain legal title to the... Read More →
Portfolio Management Software Changes
We will implement a new portfolio management software system in the coming months. We use this software to generate periodic client reports, and it assists us in managing your assets. This software is also the foundation for the consolidated portfolio... Read More →
Use Caution with The Cloud
Almost a decade ago, cloud technologies burst onto the scene and quickly became the go-to storage solution for many businesses. With this wide-scale, global adoption of cloud-based technologies, along with the rapid pace at which these technologies are evolving, cyber... Read More →
Preparing for the Unexpected
While many people plan for a retirement in which they live through the end of life in their homes, few people have a real grasp of the costs involved. In the Research Triangle Park area (RTP), 24/7 agency home care... Read More →
After Coronavirus, Long-lasting Impacts for Businesses and Homeowners
The coronavirus pandemic has caused many homeowners and businesses to adopt “clean-home” technologies. Disinfectant fans and germ-fighting UV light robots are in demand from high-end homeowners and businesses hoping to enter reopening phases. The University of Southern California developed the... Read More →
Cell Phones & Location Tracking
Taking Control of Your Information Smartphones are a convenience to our everyday lives, but they can also serve as a sophisticated tracking device that allows companies to obtain information about our specific location. This information sharing through location tracking may... Read More →
Keep Your Credit Safe
A credit freeze, also referred to as a security freeze, allows you to restrict access to your credit report. Once a freeze is in place, creditors cannot access your credit score and detailed reports of your credit cannot be released,... Read More →
Reduce the Number of Account-Related Documents You Receive by Mail
You can reduce the number of account-related documents and disclosures you are currently receiving by US Mail by updating the delivery preferences at the custodian of your account(s). Update your e-delivery preferences by logging into your account and navigating to... Read More →
How To Manage Robocalls
A recent AARP survey found that an overwhelming number of U.S. adults find robocalls “annoying” and “disruptive”. Robocalls have now made their way to both our cell phones and landlines. The article published on the AARP website in May 2019... Read More →