Insights & Intellect

When it comes to your financial wellness, knowledge is power. It’s also the foundation for intelligent, well-considered decisions. To continue to enrich your financial knowledge and acumen, we invite you to explore our latest blog posts below.

Have a topic you’d like us to cover? Reach out to our team and let us know!

Inherited IRA Rules and their Financial and Tax Implications

Inherited IRA Rules and their Financial and Tax Implications

Over the next twenty years, younger generations are likely to inherit retirement accounts in large amounts. In fact, during those two decades, it is expected that Baby Boomers will transfer $30 trillion in wealth. Some of those assets will be in retirement accounts like 401(k)s and Individual Retirement Accounts (IRA).

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Q4 2020 Market Review

For anyone who has ridden a rollercoaster, you understand both the thrills and stomach-churning feelings that come with the experience. For investors, these were likely similar feelings you had throughout the year as well. Consider this: in 2020, we had the fastest bear market in history followed by the fastest

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Take a Breath

We are now about 7 months from the beginning of “lockdown” that began in mid-March in Birmingham. The novel coronavirus and global pandemic have brought about such a swift change in just about every aspect of daily life, and there is little known about what the next 6 months to

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Leveraging an ABLE Account

Many families who have a child with special needs find themselves navigating complex rules around qualifying for Supplemental Security Income (“SSI”). SSI is available once an individual with a disability turns 18, and families need to plan for eligibility of government benefits before that birthday to ensure that they do

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Why I Started a Business in a Pandemic

If you had told me one year ago that we would be fighting a pandemic around the globe, that I would have spent the last seven months primarily working from home, and that my extroverted social calendar would consist of more time at home and alone than outside of it

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