News/Blog
7 Money Moves to Consider This July
The coronavirus has given us all a lot of stress, as well as a lot of free time to think. If you’re postponing your summer…
Congratulations, Kaitlyn Laney!
The NAWBO (National Association of Women Business Owners) Phoenix Chapter was pleased to announce this year’s 2020 winner of the Young Professional Award. …
How COVID-19 Has Impacted Retirement Confidence
The Transamerica Center for Retirement Studies recently conducted an online survey of more than 6,000 people in the U.S. and found that many are…
How a Furlough (or Layoff) Affects Your Finances…and Retirement
Here are six things you need to know if you or a family member has been furloughed—or laid off—from their job …
Same Old Story From Your Broker? Try This Approach Instead.
Spend 5 minutes to learn what we do to protect our clients' portfolios during adverse markets like what we are experiencing during the pandemic....
IRS Delays 1031 Exchange and Opportunity Zone Deadlines Amid COVID-19 Pandemic
1031 Exchanges The Internal Revenue Service has issued Notice 2020-23 which extends the deadlines for taxpayers to invest capital gains in a 1031 exchange and qualified opportunity…
Clearing Up Confusion About RMDs
Last month, we posted information about how the SECURE Act has increased the age for required minimum distributions (RMDs) from 70-1/2 to 72 starting this…
5 Things You Need to Know About the SECURE Act
The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE) became effective Jan. 1, 2020, and many people have questions about it. Here…
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…