Keyword: Patricia Kummer
5 results total, viewing 1 - 5

How will the new SECURE Act affect you?

As you start the new year, you may have an opportunity to boost your retirement savings thanks to sweeping changes in the SECURE Act bill that was passed and signed into law in December 2019. This … more

Charitable giving — despite fewer tax benefits

Getting ready for the holidays is only part of the fun this time of year. Don’t forget you only have a few weeks left for year-end tax planning as well. I know, what a Scrooge to even mention that. … more

Roth conversion is worth considering as tax year wanes

The most successful investors understand early on to not worry about the things you cannot change and to focus on the things you can. Even though there are only about 10 weeks left in 2019, there may … more

Tariffs increasing market volatility

Thank goodness we live in the United States. Among the blessings we share is an economy that has been more self-reliant than most. The United States contains vast amounts of natural resources, the … more

Investing 101: Don’t look for instant gratification

The media continues to satisfy our need for instant information, but how much is too much? Many folks tell me they are on information overload. Also, some news stories can make you feel inadequate if … more
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