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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 act that have potential to impact your retirement accounts, depending on your finances (please see https://kuligfinancial.com/the-secure-act-and-its-potential-impact-on-your-retirement-accounts/). This post… Read More »SECURE Act Passes in Congress

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 on important conversations we may want and need to have with our loved ones. Last but hardly least,… Read More »Much to be Grateful For

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 at the former Brewer-Young Mansion at 734 Longmeadow Street in Longmeadow. This will also be our new mailing… Read More »Kulig Financial Advisors Address Change to 734 Longmeadow Street, Longmeadow, MA

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 https://www.congress.gov/bill/116th-congress/house-bill/1994 for a link to summaries of the bill). If passed, the Act would be the first major… Read More »The SECURE Act and its Potential Impact on Your Retirement Accounts

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. The bull market that began in 2009 is not the best performing since WWII. That title still resides… Read More »Records Are Made to Be Broken

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 them explicitly so that you know what you can expect to pay. For this reason, we are announcing a… Read More »Kulig Financial Advisors Announces Planning Retainer Services, Raises Hourly Planning Rate

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 recession is coming!” Well, that’s not quite the story, but given the seemingly non-ending talk about a recession,… Read More »Defining a Recession

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 cheer may already be on the calendar. Yet it’s not too soon to start thinking about taxes. And… Read More »Tax Reform and Tax Planning

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 influencing the markets. As usual, our goal is to look at recent market results, put them in perspective,… Read More »2017 Q3 Market Review: Markets Continue to Rise Despite Geopolitical Turmoil and Natural Disasters