Welcome to our blog! Here you'll find the latest news and insights on a variety of topics across investment, retirement, estate, and business planning.
Nicholas E. Burkholder, CFP®, CBEC® |
Tuesday, June 27, 2023
The Secure Act 2.0 (the “Act”) further delayed the beginning age for required minimum distributions (RMDs). This affords individuals more time to plan for and successfully convert taxable retirement savings to tax-free...
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Nicholas E. Burkholder, CFP®, CBEC® |
Tuesday, May 9, 2023
The U.S. has never defaulted on its debt, but the looming deadline to raise the debt ceiling, combined with political brinkmanship in Congress, has increased the odds. Heading into 2022, the odds of a U.S. default (as measured by...
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Nicholas E. Burkholder, CFP®, CBEC® |
Monday, March 20, 2023
The headlines of the past two weeks covering the failure of two mid-sized banks, Silicon Valley Bank (SVB) on March 10th and Signature Bank on March 12th, sent a surge of worry through depositors and investors alike.How did these banks...
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Nicholas E. Burkholder, CFP®, CBEC® |
Wednesday, February 22, 2023
The SECURE (Setting Every Community Up for Retirement Enhancement) Act 2.0 (signed into law December 29th, 2022) builds upon its predecessor, The SECURE Act, initially passed in 2019. The SECURE 2.0 Act covers many updates to...
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Nicholas E. Burkholder, CFP®, CBEC® |
Wednesday, October 19, 2022
We all know the story of Chicken Little. A squirrel collecting acorns in a maple tree drops an acorn on an unsuspecting Chicken Little, who in turn believes the sky is falling. A perfect example of catastrophizing an...
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