Check out our past newsletters below for helpful financial planning information and insights.
New legislation has passed. Discover what has changed and how it could make a major impact on your retirement savings.
Recently inherited an IRA? The wrong move could cost you taxes and penalties. We're breaking down the five different options for what you can do with your inheritance.
In the final episode of the four-part Risk Reduction Method series, Eric explains the importance of having a portfolio that delivers dividends. Adams Chetwood Wealth Management seeks income generation from all the portfolios that they manage, whether the market rises or falls. Income from dividends can supplement pensions, real estate income, and social security, and it provides consistency and stability for retirees.
Today, Eric discusses how your charitable giving can help you, and he explains effective, financially smart ways to give.
Retirement is a momentous chapter in your life and deciding where to spend it should be equally exciting.
Make your charitable donations count by efficiently planning ahead and preparing for the unexpected.
Discussing an estate plan is no walk in the park, but it may be easier to address when you think about what it truly is - the gift of passing on a legacy in a tax-efficient manner to your loved ones.
We’ve rounded up the four most common mistakes soon-to-be retirees make regarding their money, so you can prepare now to make your transition into retirement a bit smoother.
Between state and federal regulations, discover how you can navigate inheritance tax from deductibles to gift tax.
In the third video of the Risk Reduction series, Eric explains how diversification of the portfolio and patience can help protect against volatility and ensure returns.