At the end of last year, Congress passed a bipartisan spending bill. Included in this bill is the Setting Every Community Up for Retirement Enhancement Act, also known as the…
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“You know…it is a lot different when you are actually retired.” The above quote from a recently retired client points to the challenges of retirement. The change from working and…
Qualified Opportunity Funds (QOFs) have received a lot of attention in the press lately and the expectation is that you will hear more about these funds by year end. Most…
As our clients at McLean Asset Management near retirement, we notice that many do not bring up charitable gifting strategies to help optimize their retirement plans. Perhaps it’s a focus…
WHAT IS OCCAM’S RAZOR? Occam’s Razor is a principle attributed to William Occam, a 14th century philosopher. He stressed that explanations must not be multiplied beyond what is necessary. Thus,…
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