SECURE Act of 2019

How SECURE Should We Feel about DC’s New Tax Laws?

In the last weeks of 2019, congress passed numerous new laws that have investors scratching their heads. The Setting Every Community Up for Retirement Enhancement (SECURE) Act fall into that very category. So, what’s the good, the bad and the ugly of the SECURE Act? Let’s find out! PROS: 1.      Now you can contribute to  Read more ➝

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Contributing to Your IRA by April 15 Could Lower Your 2019 Tax Bill

The tax deadline is quickly approaching. Are you looking to lower your 2019 tax bill? Contributing to your IRA by April 15th could lower your tax bill for 2019. The annual contribution limits for IRAs (both traditional and Roth) for 2019 is $6,000 for any working individual under the age of 50. Those over the  Read more ➝

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Client Newsletter 1Q20

Dear Ambassador Family, I hope you enjoyed a Merry Christmas and a wonderful New Year! In 2019, I saw great success stories in our client’s lives. I want to congratulate those who invested in themselves to confidently walk into the next chapter of their lives. We have families who: Retired successfully Paid off their debts  Read more ➝

jar of coins tipped over

How can I make meaningful resolutions that will help my family?

The holidays are over and Donna has yet to announce her “new year, new me” resolutions. Donna wants more than a good workout routine for her family; she wants to make sure they are financially secure. Can you relate? It’s not easy to make financial resolutions, but with the right plan, Donna (and you) can  Read more ➝

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11 Retirement Planning Strategies to Jumpstart 2019

1.    Up Your Retirement Contributions The start of a new year is the perfect time to set new goals and save more. In 2019, you can contribute more than ever into your retirement accounts. Total contributions increased by $500, now totaling $19,000. If you are expecting a raise, bonus, or are able to sock away  Read more ➝

two retired men playing chess at the park

75 Retirement Tips from Petr Burunov

Ambassador Wealth representatives speak with our clients about their investment goals and retirement planning objectives on a daily basis. Each of our clients has a unique story and a diverse lifestyle—some are experts in their field, business owners, corporate executives, and entrepreneurs. Despite their individuality, they seek out our help for the same common need—to  Read more ➝