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Qualified Charitable Distributions from an IRA

Jen Pieson - Friday, September 29, 2017
Written By: Carrie L. Fellon, CFP®, CRPS (http://www.joycepaynepartners.com/carrie-fellon.html) Individuals age 70½ or over can transfer IRA assets to a charity tax free while simultaneously satisfying their Required Minimum Distribution (RMD). After initial enactment in 2006 and subsequent suspensions and reenactments, Congress passed the Protecting Americans from Tax Hikes Act of 2015 (PATH Act), making permanent Qualified Charitable Distributions (QCDs) fro ..

Getting Started: Tips for College Students

Amber Ott - Wednesday, September 27, 2017
Written by: William Omberg, 2017 Summer Intern As a rising college freshman, I have my work cut out for me in dealing with my personal finances over the next decade. Even excluding the effort that is paying for college (read a thorough explanation here (http://www.joycepaynepartners.com/client-insights/saving-for-college-1)), the onset of earning income, saving for future expenses, paying current ones, and attempting to enter the market as soon as possible (despite its current high ..

Best Practices: Protecting Your Identity

Amber Ott - Thursday, September 14, 2017
Written by: Davis Barry (/davis-barry.html) In this digital age, when so much banking and shopping is done online, it is more important than ever to safeguard your personal information and protect your identity. Below are some best practices that, at a minimum, every consumer should follow. 1. Routinely check your credit reports, and those of your minor children, throughout the year. The three primary credit rating agencies (Equifax, Experian & Transunion) allow ..

Getting to Know: Stacey Grainger

Amber Ott - Wednesday, August 30, 2017
Name: Stacey Grainger (/stacey-grainger.html) Your position at JoycePayne Partners: Assistant to the President and Office Manager Educational background: A.A., Business. I have worked in small businesses and entrepreneurial startups in many capacities, including sales, marketing and executive support roles. I currently serve on the Board of Directors for CAVE Systems. Describe your family: I have two beautiful girls - 18 and 21. Katie is a s ..

Starting the Conversation About End of Life Care

Jen Pieson - Thursday, June 29, 2017
Written By: Sarah Caine, RP (/sarah-caine.html) I wrote a blog entry a few years ago called “Difficult Decisions (/client-insights/difficult-discussions)” which focused on the importance of talking to your family about estate planning issues – both yours and theirs – before a crisis occurs. Around that time, I found a great resource called The Conversation Project (http://theconversationproject.org/). The Conversation Project operates in conjunction with th ..

Saving for College

Jen Pieson - Wednesday, June 28, 2017
Planning for college can be overwhelming, but it is never too early to start saving. There are a variety of investment vehicles available so you can find one that will best fit your family’s needs. The most common plan is the 529 Plan, of which there are two types – 529 Savings Plans and 529 Prepaid Plans. Both of these have tax deferred earnings and tax free withdrawals if the money is utilized towards qualified education expenses. If your child decides not to attend coll ..

Getting to Know: Dan Honsberger

Amber Ott - Wednesday, May 31, 2017
Name: Dan Honsberger (/dan-honsberger.html) My Position at JPP: Financial Planning Analyst Educational Background: The Ohio State University, Major in Accounting. Currently pursuing CERTIFIED FINANCIAL PLANNER™ certification with Bryant University / Boston Institute of Finance. Describe your family: My wife Kate and I have been married 4 years, and we have a 3 year old Standard Poodle named Calvin. My wife's family lives in Northern  ..

Beneficiary Designations

Jen Pieson - Friday, March 31, 2017
Written By: Jen Pieson (/jennifer-pieson.html) We talk about beneficiary designations a lot, but that’s because it’s so important. Verifying your beneficiary designations takes only a few minutes, and can avoid real problems down the line. What kinds of accounts have beneficiaries? Life insurance policies and traditional retirement plans (401(k)s, 403(b)s, SEP, SIMPLE, Traditional, and Roth IRAs, etc.) usually have beneficiaries specified. Howe ..

What does it mean to be a fiduciary, anyway?

Amber Ott - Tuesday, March 28, 2017
If you read financial news, you have likely noticed differing opinions over the “fiduciary rule” that was proposed by the U.S. Department of Labor (DOL). After a long development phase, comment period and revisions, the rule became law in June 2016 and was due to go into effect on April 10, 2017. In short, one of the main requirements of the rule is that all financial advisors to retirement plan accounts act as fiduciaries when advising those accounts. Due to the recent change ..

Getting to Know: Elissa Wurf

Amber Ott - Tuesday, March 07, 2017
Name: Elissa Wurf (/elissa-wurf.html) My Position at JPP: Financial Planning Analyst Educational background: B.A. in psychology from UCLA; post-BA certificate in accounting from Muhlenberg College; currently enrolled in Certified Financial Planner coursework. Also, I have a Ph.D. in psychology from the University of Michigan (I taught and did research in social/personality psychology but I am not a clinician, so relax, I am not analyzing anyone.)  ..

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