SECURE Act Passes in Congress
2019 saw the passage of the SECURE (Setting Every Community Up for Retirement Enhancement) Act at the eleventh hour. We wrote late last year about some key provisions to the […]
Author: Nola Kulig
Much to be Grateful For
This month, we give thanks for such good markets, but more importantly, our families and clients. Since we are entering the season when families get together, we offer some thought […]
Kulig Financial Advisors Address Change to 734 Longmeadow Street, Longmeadow, MA
This post is to notify clients and friends of Kulig Financial Advisors of a change of address effective immediately. We are pleased to say that we have new meeting space […]
The SECURE Act and its Potential Impact on Your Retirement Accounts
Despite all the other things Congress has to do, it has been busy working on the SECURE Act, which stands for Setting Every Community Up for Retirement Enhancement (please see […]
Records Are Made to Be Broken
We’ve all heard it said: “Records are made to be broken.” We celebrate record-breaking winning streaks from our favorite teams. Conversely, we hope to avoid a long string of losses. […]
Kulig Financial Advisors Announces Planning Retainer Services, Raises Hourly Planning Rate
From our inception, Kulig Financial Advisors has believed that clients should have a clear picture of the costs they pay for advice. We believe in transparency in fees and communicate […]
Defining a Recession
Henry Wadsworth Longfellow’s poem, “The Midnight Ride of Paul Revere,” retells the story of a patriot who shouts a harrowing warning to his fellow colonists, “A recession is coming! A […]
Tax Reform and Tax Planning
I suspect that taxes are not high on anyone’s list right at the moment. I know it’s a busy time. Christmas shopping, holiday parties, tree trimming, family visits, and year-end […]
2017 Q3 Market Review: Markets Continue to Rise Despite Geopolitical Turmoil and Natural Disasters
This is our review of the markets for third quarter and year-to-date 2017. Long term readers know that we do not believe in making forecasts, instead commenting on cross currents […]
Steps to Take Following the Equifax Breach
Note: this article was sent last month to clients immediately following the Equifax data breach. This month’s post concerns steps to take following the Equifax breach. There is lots of […]