Tradecraft Financial Group, LLC

07/18/2025

Your financial life isn’t static. Your strategy shouldn’t be either. As risks evolve, so should your approach to managing them. This article shares practical ways to keep your plan relevant, durable, and aligned with what matters most.
https://bit.ly/4f5Ki1C

07/17/2025

Learn more about what’s currently shaping the markets. Read this quarter’s edition of The Eagle Edge here. https://bit.ly/4kFFktr

07/12/2025

Staying the Course Despite Market Volatility

07/11/2025

"Time in" the market vs. "timing" the market

07/08/2025

Dealing with the loss of a loved one is already difficult enough. The SECURE Act also changed many of the rules for IRA beneficiaries. Not sure where to start? Send me a message—I can walk you through the changes and help you avoid costly mistakes.

07/07/2025

Rules for Required Minimum Distributions (RMDs) just got friendlier. Based on new changes to SECURE 2.0 Act some clients can now use annuity income to offset other RMDs distributions from other non-annuitized qualified retirement accounts. New York Life is here to help make annuity conversations easier. Let’s connect to see if this strategy makes sense for you.

07/06/2025

If you’ve changed jobs over the years, you may have left behind a 401(k) or other retirement plan account. The U.S. DOL’s Employee Benefits Security Administration has created a tool https://bit.ly/4klGbiH to help you find it. If it turns out that you are owed a retirement benefit and want help reviewing or deciding what to do next with those funds, I’m here to walk you through your options.

07/05/2025

How can IRA owners support their favorite charity and still receive lifetime income?
IRA owners who want to support a specific charity but also like the idea of receiving a lifetime stream of steady payments can now do both, thanks to a new law described in this article from law professor Chris Hoyt. Learn how donors can retain income from donated funds while ensuring future support for their chosen causes and take full advantage of this evolving landscape of charitable giving options. https://bit.ly/40yH3tk

07/04/2025

Teaching kids about money can be one of the most powerful lessons you give them. As parents, you have the unique opportunity to shape their financial future by instilling smart money habits early on. This Make a Difference to Children month, learn how simple activities like saving allowance, discussing needs vs. wants, and setting financial goals can pave the way for their financial literacy and independence.

Research shows our kids' money patterns and habits are established by age 7. A guide to what parents should, and should not be teaching young children about money management and personal finance.

07/04/2025

Celebrating the spirit of freedom and unity this Independence Day. Wishing everyone a safe and joyful holiday!

07/03/2025

Are investors truly moving away from U.S. assets? Or just adjusting to a new global landscape? New York Life Investments’ Global Market Strategy team digs into the latest Treasury auction results, a weakening U.S. dollar, and rising global diversification trends to uncover what’s really driving capital flows.

Lauren Goodwin and Julia Hermann assess how recent U.S. involvement in the Middle East may affect inflation, commodities, and asset allocation. They offer a practical lens to evaluate risk beyond headlines.

07/02/2025

The Importance of Buy-Sell Agreements
A buy-sell agreement is a powerful planning tool that can ensure a smooth transition of your business and help secure your family's finances after you're no longer around. A buy-sell also can outline the terms of succession among the remaining business partners, so that everything is settled in advance. Learn more in this article from Rimon, PC estate planning attorney Patricia Annino and then let’s make sure you are set up to protect both your business and your family’s future.
https://bit.ly/4lsXBeq