News
David Bean and Joe Laux Attain Their CEPA® Certifications
Silverhawk Private Wealth is pleased to announce that David Bean and Joe Laux recently attained their Certified Exit Planning Advisor (CEPA®) designations. In order to garner the certifications,…
The Rules Are Changing For 401(k)s In 2020
The Rules Are Changing For Your 401(k) In 2020 If you’re still working and contributing to a 401(k) or similar workplace retirement plan, there is…
Joe Laux Completes Rigorous CPWA® Certification
Silverhawk Private Wealth is pleased to announce that Joe Laux has recently attained his CPWA® certification. The Certified Private Wealth Advisor® (CPWA®) certification program is…
Does Your Retirement Plan Include Inflation Risk?
Inflation may not always be top of mind when you think about planning for retirement. Of course, you will likely consider your current expenses, but…
What Is a 1031 Exchange?
A 1031 Exchange refers to IRC (Internal Revenue Code) Section 1031 rules regarding the tax deferral of real estate investments. IRC Section 1031 (a)(1) states:…
The IRA Had a Birthday Last Month
The IRA can provide many gifts as part of a comprehensive retirement plan. The Individual Retirement Account (IRA) turned 45 on Labor Day. On September…
Annual Medicare Open Enrollment Ends December 7
If you’re already enrolled in Medicare it may be time to evaluate your current coverage, make changes or switch plans during the open enrollment period…
Make Room for Rising Healthcare Costs in Retirement
Does your retirement plan include strategies to plan for, manage, and even reduce healthcare costs in retirement? It is projected that an average healthy 65-year-old…
Congress Looks to Provide More Options for Retirement Savers
While changes to traditional IRAs, RMDs offer some benefits, there are tradeoffs. Broad proposals are in the works in the retirement savings arena to…
What’s the difference between an IRA and a Roth IRA?
Common financial wisdom tells us that as a paid member of the American workforce, you should contribute the maximum to your 401(k), 403(b), 457(b) or…