The Importance of Estate Planning

The world lost a sports legend last month when Kobe Bryant, along with 8 others, including his daughter, died in a tragic helicopter crash in southern California. When there is a universally mourned loss such as this, we are reminded that tomorrow is not a guarantee. We are also reminded of the importance of estate planning, and the certainty an estate plan can bring to those you love. If you do not already have a plan in place, we have laid out some concepts and strategies to help start the process. As always, your Loft Advisor is here to assist when you are ready to put a plan in action.

11 Key Financial Planning Takeaways of the SECURE Act

Passed in December 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 has wide-reaching impacts on retirement savings and estate planning for many Americans. The SECURE Act broadens the effectiveness of individual retirement accounts and employer-sponsored retirement savings plans. It also expands access to tax-advantaged retirement savings accounts and, ultimately, aims to help Americans save enough for a secure retirement.

2019 Market Review

The year began with the government stymied by a shutdown, and ended with articles of impeachment levied against the president. In between, both domestic and global economies showed signs of slowing, all while the trade war between the United States and China loomed throughout the year. Nevertheless, investors remained relatively bullish toward stocks, pushing several major indexes to record highs.

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