The Forgotten 401k Problem
https://vimeo.com/779282217 The forgotten 401(k) problem 401(k) is one of the popular retirement savings accounts for Americans. It is a great tool for saving money in a tax-efficient way. However, many…
A Decision Not Made is Still a Decision
https://vimeo.com/754301650 A Decision Not Made Is Still a Decision In this vlog, I would like to focus on the decision-making you have regarding your investments and/or finances. For those who…
Investments for Your Children: 529 Plans and ABLE Accounts. By Lee Kramer
https://vimeo.com/754301495 Should you consider 529 plan or ABLE account for your child with a disability? Parents want to do what is best for your child. Of course, you want to…
Stay invested – Don’t risk missing the market’s best days
https://vimeo.com/721597802 We at Kramer Wealth Managers want to provide some brief comments about the stock market and the volatility we have seen lately. Yes, we know it has declined quite…
The case for staying invested
https://vimeo.com/721598227 We at Kramer Wealth Managers want to provide some brief comments about the stock market and the volatility we have seen lately. Yes, we know it has declined quite…
Child Tax Credit
https://www.youtube.com/watch?v=PGKhUJ0LXAU Hello everyone, today’s vlog will cover the Child Tax Credit today. It is changed for 2021 only when the President signed the American Rescue Plan into law on March…
Financial Management During COVID-19 with Dave Frank
Hi, I’m Dave Frank, a Financial Advisor with Kramer Wealth Managers. I know we are all in a difficult situation right now. The important thing is to take control of…
Investing In The COVID-19 Climate with Danny Lacey
With today’s market volatility and the economic slow down everywhere, it always leads to the question, is now a good time to invest? Or is now a good time to…
Tax savings after 70
https://www.youtube.com/watch?v=7O2B70S5bCw&feature=youtu.be The Congressional Joint Committee on Taxation estimates that almost 90% of taxpayers will use the standard deduction when they file their taxes this April 15thdue to the increased standard…
End of Life Decisions- Advance Directives
http://www.youtube.com/embed/MWZ7XWqyTTg End of Life Decisions- Advance Directives No matter how much control we exert over our day-to-day lives, there may come a time in each of our futures when we…
