Blog
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
We are moving to LPL Financial
Hello! We hope you are enjoying warmer weather and opportunities to escape to the outdoors. For our practice, the spring season opens a new chapter. In December, LPL Holdings, Inc. (LPL Holdings) and Macquarie Management Holdings, Inc...
Read More
Options for Your Stimulus Check
With the passing of the American Rescue Plan Act of 2021, millions of Americans were eligible to receive another stimulus check. While some recipients have an immediate need for the funds, others aren’t quite sure what they should do...
Read More
I.R.S. Delays Tax Filing, Payment Deadlines
Less than one month ahead of the traditional date, the I.R.S. has delayed the deadline for filing and paying taxes. The new deadline is May 17, 2021.1,2,3The delay follows continued disruption from the COVID-19 pandemic and a late...
Read MoreProxy information from Ivy
We wanted to give you more background on information you recently received from Ivy Investments. You received the information, called a proxy statement, because some of your investment accounts include investment strategies managed by...
Read MoreWatch mail for important letter from Waddell & Reed
You may have recently heard – either from us or in the media -- about an agreement between Macquarie Financial Holdings Pty Ltd. and LPL Financial Holdings, Inc. to jointly acquire Waddell & Reed Financial, Inc. It is our...
Read MoreShow All
Watch mail for important letter from Waddell & Reed
You may have recently heard – either from us or in the media -- about an agreement between Macquarie Financial Holdings Pty Ltd. and LPL Financial Holdings, Inc. to jointly acquire Waddell & Reed Financial, Inc. It is our...
Read More
Tax Filing Updates, Form Access and Other Information
Recently, the Internal Revenue Service (IRS) announced that tax season will start a little later than usual. This year the IRS will begin accepting and processing 2020 tax returns on Friday, February 12, 2021.1 In light of the...
Read More
2021 Limits for IRAs, 401(k)s and More
On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note.401(k)sThe salary deferral...
Read MoreMaximizing IRA contributions
2020 is nearly over, which means that the deadline for contributing to your traditional or Roth IRA for tax year 2020 is approaching – but not until April 15, 2021. It’s important to keep that date in mind and prepare for...
Read More
Election 2020: Be Confident. Be Bold. Be Patient
It should come as no surprise that the economy is the most crucial issue in the upcoming election. But here's something that may surprise you. More than 90% of investors say they plan to change their portfolio in the 12 months...
Read More
Ready to go Paperless?
Did you know you can sign up to receive your quarterly statement notifications electronically and still receive your year-end statement in paper? You can also sign up to receive prospectus and other compliance documents via email and...
Read More
Paving the way for women advisors and investors
We're affiliated with a firm that cultivates a culture of diversity and inclusion, and today we pay tribute to former Waddell & Reed financial advisor Mary Rogers, who died June 6. Mary boldly stepped into financial services in 1956,...
Read More
Can group, private disability policies work together?
May is Disability Insurance Awareness Month. Many Americans – especially young people – don’t believe they’ll need coverage due to an illness or injury that keeps them from working. Unfortunately, that...
Read MoreIRS Tax Filing Deadlines and Your Investments
The IRS recently announced that the filing and payment deadlines for federal income tax returns has been extended from April 15 to July 15 in response to the ongoing Coronavirus. Taxpayers do not need to be sick, quarantined or...
Read More
Check us out!
We recently created our very own Facebook page! Find our Team Milford page and make sure to "follow" us! Our page will be a great source of news and information for investing, insurance, retirement, business services and lifestyle. Our...
Read More