Brian Cochran, Financial Planner | CFP® | CKA®
Important Dates for Your Finances This Year
As the year winds to an end and you begin thinking of holiday plans, don’t forget about some important upcoming financial deadlines: December 6: Initiate 2024 Roth Conversions December 13: IRA withdrawals for 2024 income, including Required Minimum Distributions Stock gifts to charities or donor advised funds Qualified Charitable Distributions Gifts of assets to family…
Estate Planning Basics
You’ve just finished paying a few thousand dollars to an estate lawyer to draw up a will or trust. You’ve named executors and trustees and appointed a financial power of attorney. You’ve even drafted a living will and advanced directive and chosen your medical agent. You’re all finished with estate planning, right? Not so fast….
Marriage & Money: The Importance of Communication
Marriage is about far more than love and companionship. It’s a partnership that forms the foundation of a family, and it may be the most important contract you ever enter. Disagreements over financial values, long-term goals, or spending habits can create a lot of stress in your relationship and affect every area of your life….
Managing Finances as a Team
Watch above as Brian Cochran sits down with JMA’s own Joe Limke and his wife Pam to discuss the opportunities and challenges facing couples as they embark on a shared financial journey. Drawing on decades of financial expertise and personal experience, Joe and Pam touch on big topics like goal setting, making big decisions as…