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Reflections from 2020

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Reflections from 2020

It goes without saying that 2020 presented unique challenges, with COVID touching nearly every area of our lives. Of course, it wasn’t just our daily routines that were impacted. The economy and our investments saw unprecedented swings in 2020. As we enter a new year, we wanted to take a minute to look back on 2020, reflecting on the planning and investment strategies that were most impactful and even more importantly reflect on the lessons that we have learned. Not surprisingly, what remains true on the financial side is that core wealth management principles were as important as ever.  

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17 Things You Need to Know About the New Stimulus Package

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17 Things You Need to Know About the New Stimulus Package

Congress passed the new $900 billion economic relief and spending bill on Monday. While most of the focus has been on a second round of relief payments to most Americans, there is plenty more in the 5,000-plus pages of the stimulus package.

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How to Make Sense of Retirement and Estate Finance

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How to Make Sense of Retirement and Estate Finance

Retirement is far off until it isn’t. This chapter of life can sneak up on just about anyone, and we do ourselves a favor to be as prepared as we can. Like anything involving the government, finances can be confusing, with different tax treatments, contribution limits, beneficiary rules and more.

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Estate Planning for the Family Farm and Your Legacy

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Estate Planning for the Family Farm and Your Legacy

As a financial advisor who’s spent her career in the midwest, I’ve worked with more farm families than I can count. From buying new expensive equipment to riding out the drought years, there can be millions in play even on small family operations. Estate planning – splitting up the land between the kids – can be one of the most complex parts of the journey.

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Nourish Series: Nourishing Yourself Financially

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Nourish Series: Nourishing Yourself Financially

Welcome to a bonus Week 7 of our Nourish Series. Over the last 6 weeks we got to hear from some wonderful educators.  We learned new tips around meditation, mindfulness, yoga, qi-gong, nutrition, and other ways to bring greater balance and nourishment into our lives. Over the course of the Nourish series several people asked how we can use a nourishment lens to understand how to find greater balance financially. Imbalance hinders our ability to live with ease and abundance.  We can experience imbalance financially and/or with our health.  My experiences in both the health and wealth has helped me...read the full article

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2020 Year End Financial Planning Reminders

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2020 Year End Financial Planning Reminders

We hope this finds you health and well. Between the Tax Cuts and Jobs Act, SECURE Act, and CARES Act, there has never been more to consider in your planning. As we wrap up 2020, and prepare for 2021 we wanted to provide some year end reminders. Please find a video and associated checklist below. As always, please don’t hesitate to reach out if we can help as we wrap up the year!

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Taxes Through the Four Stages of Retirement

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Taxes Through the Four Stages of Retirement

During our webinar we help you understand how taxes work through the four stages of retirement. We review the big retirement risks, tax efficient distributions and hidden penalties, and how you can understand the impact of the SECURE Act, Tax Cuts and Jobs Act, and CARES Act on your retirement.

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Nourish Week 6: Boosting Your Immune System with Chinese Medicine

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Nourish Week 6: Boosting Your Immune System with Chinese Medicine

Welcome to Week 6 of our Nourish Series. It can be easy to push personal nourishment aside, but now more than ever it’s essential that we make the time so we can keep ourselves healthy and more able to positively impact our communities. During this session, I am joined by Chinese Medical Doctor Patrick Meath. Pat shares with us the medical perspective on COVID and healing, as well as sharing with us physical practices you can incorporate to boost your immune system. We hope you enjoy and find benefit!

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Nourish Series: Nourishment Through Food

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Nourish Series: Nourishment Through Food

It can be easy to push personal nourishment aside, but now more than ever it’s essential that we make the time so we can keep ourselves healthy and more able to positively impact our communities. During this session we our joined by Chef Elizabeth Johnson who shares with us how we can bring nourishment into our body through food. Chef-owner Elizabeth Johnson is the mastermind behind Pharm Table, arguably the only anti-inflammatory restaurant of its kind. We can speak from experience on this one! Referred to as a “Food as Medicine Guru” by the James Beard Foundation, Chef Elizabeth has...read the full article

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Meath Wealth Advisors – November Update

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Meath Wealth Advisors – November Update

We hope this finds you healthy and well! Today we wanted to address some information from the elections and the market impacts, as well as end of year planning. Please know that we are always here, and happy to address any questions you have about how the current situation affects your portfolio or overall planning.

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