As of January 1st, 2020, the SECURE Act was passed into law. It's important that clients understand the impact of this legislation as well as the more simple changes made for 2020, like 401k contribution limit increases.
Now that the holidays are wrapped up and your new year is in full swing, we wanted to provide you with a recap of 2019 and a preview of 2020 from our Investment Committee. For those who are receiving an update from Crown for the first time, please know that we are honored by your trust and look forward to helping you achieve your financial goals in 2020 and beyond.
One topic we hear about a lot during this time of year is Medicare open enrollment. If you or your parents need help making sense of it all, please contact us. We have the knowledge and independent experts available to ensure the correct decisions are made.
The reality is that most people truly need Personal CFO services because our entire education system is set up to teach people how to earn money instead of how to budget, plan and invest.
I’m not sure how you all are feeling, but it seems like 2019 is flying by. We have already reached the midpoint of summer and we hope all your vacations, BBQs and family celebrations are going well. While we will always encourage our clients to stay informed about the financial markets, it’s important to remember that our philosophy is to utilize goals-based investing so that our clients achieve the objectives identified in the financial planning process.
At Crown Wealth Group we pride ourselves in going far beyond traditional financial services by offering innovative and holistic wealth solutions. An area of advice that is typically siloed outside of the wealth management industry is the management of real estate assets within a client’s overall portfolio. With real estate playing an integral part of a client’s overall strategy and goals, we have brought this expertise in-house with Tyler Kolbenschlag's affiliation through Berkshire Hathaway HomeServices.