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09 Jul 2020 Required Minimum Distribution (RMD) Update
We wanted to make sure all of our clients are aware of the CARES Act provision to forgo taking required minimum distributions (RMDs) in 2020. The IRS has also come out with guidance that allows for any distributions taken thus far in 2020 to be returned...
06 Apr CARES Act
We don’t need to recite the obvious. You all know by now that COVID-19 has impacted our lives in many ways. Whatever disruption it has caused in your daily lives, we certainly hope you and your loved ones are healthy. This letter is long but has...
24 Jan Congress passes the SECURE Act, effective 1/1/2020
Congress passes the SECURE Act, effective 1/1/2020 The SECURE Act, which stands for “Setting Every Community Up for Retirement Enhancement”, was signed by the President this week and put into effect as of 1/1/2020. There are some significant changes that impact all of us which we...
20 Nov Change is the Only Constant When it Comes to Medicare
Set it and forget it when it comes to Medicare? Not so fast. Waning government funding and “expert” debate over the long-term viability of this Federal Program have contributed to legislative support demanding change. Congress plans to do what it takes to continue supporting reasonably...
28 Oct Meet Vanessa Burnett of Bridge Advisory in Pasadena
We are excited to share our very own Vanessa Burnett has been featured in Voyage LA magazine this week! Today we’d like to introduce you to Vanessa Burnett. Vanessa joined Bridge, her first job in investment management, in March 2008, just months before the financial crisis and...