Articles From Lumsden McCormick Financial Services
Buy-Sell Agreements for Businesses
Posted by David Schlein on January 17, 2020
Whether you’re a sole proprietor who will be passing on your business to your heirs or your business partners will take over for you, having a plan in place might ensure that your business legacy continues to live on.
Weekly Economic Update | January 13, 2020
Posted by David Schlein on January 14, 2020
Take a look at the economic update for January 13, 2020.
The SECURE Act
Posted by Bryan Staniszewski on January 09, 2020
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years.
Weekly Economic Update | January 6, 2020
Posted by Jeffrey Budzinski on January 07, 2020
Take a look at the economic update for January 6, 2020.
2019 IRA Deadlines Are Approaching
Posted by David Schlein on January 02, 2020
Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines.
Weekly Economic Update | December 30, 2019
Posted by David Schlein on December 31, 2019
Take a look at the economic update for December 30, 2019.
December 2019 Market and Economy Update
Posted by David Schlein on December 18, 2019
This December video discusses the economic expansion and the strong jobs report.
Weekly Economic Update | December 16, 2019
Posted by David Schlein on December 17, 2019
Take a look at the economic update for December 16, 2019.
A Retirement Fact Sheet
Posted by Jeffrey Budzinski on December 12, 2019
Does your vision of retirement align with the facts?
Weekly Economic Update | December 9, 2019
Posted by Jeffrey Budzinski on December 10, 2019
Take a look at the economic update for December 9, 2019.