Financial Planning

Being a Wise Steward of an Inheritance

In our third and final video in our Preparing the Next Generation video series, John Moore Associates financial planners Brian Cochran and Cole Leonida sit down to talk about how to best prepare a family to become wise stewards of inherited wealth. We discuss the importance of thoughtful planning and communication in protecting not just…

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Tax-Planning Tips for the Year Ahead

Now that Tax Day has come and gone, you may be eager to avoid thinking about the topic for a while. If you faced any unexpected tax bills or a lower refund than you anticipated, you may still be reeling from the surprise. But as tempting as it may be to put off tax planning…

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The SECURE 2.0 Act and Your Retirement

The SECURE 2.0 Act introduces more than 90 changes to the rules around retirement savings. Many of these changes create opportunities and add flexibility, but they may also introduce greater complexity to your financial plan. With so many new changes set to roll out over the next few years, it’s easy to get overwhelmed. What’s…

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Brian Cochran Gives Perspective on the Banking Crisis

There’s a lot of uncertainty and fear surrounding the collapse of Silicon Valley Bank. Brian Cochran talks about the banking crisis and what it means for you in this video.

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Navigating the Complexities of the SECURE 2.0 Act

In 2019, the “Setting Every Community Up for Retirement Enhancement” (SECURE) Act sought to close the retirement savings gap and help more people save. This year’s SECURE 2.0 Act builds upon that foundation with a robust package of new rules designed to provide more opportunity and flexibility to workers planning for retirement. This is a…

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