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Zephyr Blog

Proactive Retirement Planning Using the New SECURE Act

On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law.  This new legislation made major changes to a number of tax rules that govern retirement savings. Many of these changes started in 2020 and some of the details are still being finalized. Click here to read more

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Traditional and Roth IRAs

It is extremely important that we all take our retirement into our own hands. The concept of not preparing and relying on a government-sponsored retirement might not be the best plan. Financial woes combined with the fact that the U.S. population is continuing to age, means that there are fewer working-aged people remaining to contribute to our Social Security systems. On a positive note, strong retirement savings can not only help you, but it could potentially help your family and loved ones. With today’s retirement challenges, more people are using retirement vehicles as a healthy way to help family members. Click here to read more

 

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Welcome to 2020

Welcome to 2020!  We hope that you and your family had an enjoyable holiday season.  Each New Year symbolically offers the opportunity to make a fresh start for everyone.

Once again, our primary goal this year is to continue our tradition of helping clients achieve their personal financial goals.  To make that process more efficient, we send our clients the attached convenient 2020 CHECKLIST so they can identify any items they anticipate needing our help with this year. click here to read more

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Planning for Retirement

Retirement! Most Americans get excited about the day they no longer have to go to work to earn an income. No more bosses, no more meetings to attend, no more schedules to keep, no more stress that even the best of jobs can create. Retirement can be the beginning of an entirely new lifestyle. click here to read more

 

 

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SECURE Act Proactive Planning

The House of Representatives passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act on May 23. The next step is to pass through the Senate and be signed by the President.  With strong bipartisan support and the Senate already considering changes for retirement plans... click here to read more

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Financial Planning

Our goal is to create an inspiring financial strategy for you—one that gets you excited about your future. To accomplish this, our personalized Values-Based Financial Planning® services take a holistic wealth advisory approach. These services are based on the premise.
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Investment Management

At Zephyr Investment Management, we believe that a focus on managing downside risks is essential to your long-term financial security. We believe the upside will take care of itself and the real value of investment management is generated by limiting the downside.
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Retirement Services

We see financial planning and investment planning as the key components to a secure retirement. Building on our work in these areas, we work with you to define a solid vision of what your retirement looks like to you. While this vision may evolve over time.
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Zephyr’s Blog

On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law.  This new legislation made major changes to a number of tax rules that govern retirement savings. Many of the...