by Sarah Keys | Jan 15, 2020 | Finance and family
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, signed into law Dec. 20, 2019, will have a number of ramifications for retirement income and tax planning. Main provisions related to IRAs The three most significant provisions related to...
by Marti Awad | Aug 21, 2019 | Finance and family, Healthcare
Clients often ask us for help with Medicare planning. The rules can be confusing, and making assumptions can be costly. Cardan Capital Partners Co-Founding Partner Marti Awad recently teamed with Carol Janz Booth of Group Insurance Analysts Inc., to share some tips to...
by Cardan Capital Partners | Jul 1, 2019 | Finance and family
Cardan Capital Partners is pleased to introduce William “Mac” Lyons, an intern learning the ropes of finance in our offices this summer. Mac, a native of the San Francisco Bay Area, is a rising junior majoring in accounting and finance at the University of Colorado...
by Cardan Capital Partners | Jul 31, 2018 | Finance and family
The Wall Street Journal recently asked to speak with me for a report about the steps parents can take to teach their kids the value of money and help them achieve financial freedom. As the report makes clear, we provide guidance to clients on this subject when asked —...
by Cardan Capital Partners | Jun 5, 2018 | Finance and family
The Tax Cuts & Jobs Act of 2017 expanded the ways parents and grandparents can use popular, state-sponsored 529 savings plans to pay for a child’s education. Under previous law, 529 savings plans could be used only for higher education expenses. The revised law...
by Cardan Capital Partners | May 19, 2017 | Cardan in the Media, Finance and family
It can be uncomfortable for parents to discuss inheritance details with their children — as explained in this report in the New York Times, which includes perspective from Cardan Capital Partners co-founder Matt Papazian. As the report notes: “Two-thirds...
