Donna Judge Named as a Forbes 2021 Top Women Wealth Advisor
Donna Judge has been named to Forbes list of Top
Women Wealth Advisors in 2021. “We are proud to have
Donna not only represent our firm but also our industry,”
said Jerry Lombard, President of the firm’s Private Client
Group.
April Investment Perspectives
In this issue we discuss opportunities in the Eurozone, understanding the sensitivity to volatility, and the record-breaking stock market performance.
Maximize Long-Term Care Benefits Using an Existing Annuity
Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.
Tips for Leveraging 529 Education Savings Plans
You’re proud of the children in your life. And understandably, you may want to reward them with one of the best gifts you can give — supporting their education.
Secure 2.0 Act: What Plan Sponsors Need to Know in 2024
An array of new provisions under the SECURE 2.0 Act are on tap this year that are expected to profoundly impact plan design and how participants will save for the future. Read on to learn how to implement this next phase of the law successfully.
Don’t Procrastinate – Establish Your Will
Establishing a will is certainly not a favorite undertaking for anyone, but it’s important. In fact, it’s one of the most important things to take care of that people commonly forget about, avoid, or procrastinate.
Planning Strategies for Remaining 529 Balances
If you saved more for college than you needed, here’s how make the most of the leftover funds.