News/Blog
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…
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:…