IRA owners who rolled back RMD distributions will receive two documents for 2020 tax filings.

A lower starting withdrawal rate doesn't guarantee you'll have to live on less.

The IRS has announced that the federal income tax filing season for tax year 2020 returns begins on Friday, February 12, 2021. Last-minute changes to tax law have already been included in IRS tax forms and instructions.

Equities were mixed to begin last week. The Global Dow (-0.6%), the Russell 2000 (-0.3%), and the Dow (-0.1%) lost value.

Your future is here - do you see it?

In the past few years, no head of a major U.S. financial institution has been more outspoken about the need for sustainable reform of corporate financial practices than Laurence Fink of BlackRock, one of New Capital's major business partners. Here in 2021, Fink's newest letter is well worth reading to understand the direction that capital and the world is heading.

While individuals often think about who would receive their assets when they die, they do not always think about the medical care they want if they cannot speak for themselves.

In December, Congress passed the Consolidated Appropriations Act, which includes several provisions related to education, including many changes to financial aid.

Fidelity is now offering Health Savings Account (HSA) management.

The markets were closed last Monday in observance of Martin Luther King, Jr., Day. However, stocks enjoyed a good start to the week last Tuesday as equities rebounded from the prior Friday's sell-off.

We love to help you discover what you love to do, how to do it, when to do it, with whom to do it, and how to finance it.

A look inside the data reveals that a change may be on the horizon and a globally diversified equity allocation may be rewarded in the coming years.

Estate planning for any sized estate is an important responsibility to loved ones.

Last Monday, the major benchmark indexes pulled back from record highs reached the prior week. Tech stocks took the biggest hit, dragging the Nasdaq down by 1.3%.

Over the past year, we made the decision to gradually convert away from blend funds, and we have now begun that process.

We would like to formally introduce you to Egan O’Keefe, and welcome her to the team as New Capital’s Administrative Assistant.

Compassion is about empathy, care and concern for your fellow humans, about feeling the suffering of others in your local and global community and wanting to relieve it.

How much of your savings can you withdraw each year? Withdraw too much and you run the risk of running out of money. Withdraw too little and you may miss out on a more comfortable retirement lifestyle.

Last Monday, stocks began the new year down on worries over the Georgia runoff elections, a surge in COVID-19 cases, and evidence that a new strain of the virus has entered the country.

As 2021 begins, I am optimistic about the year ahead despite the evident challenges in front of all of us.