Page 2 - Talk of Tequesta- March '20
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Page 2, The Talk Of Tequesta



      TequesTa spoTlighT from page 1

        Jack and Barbara
      Nicklaus founded the
      Nicklaus Children’s Health
      Care Foundation in 2004
      to provide world-class
      pediatric care to children
      in Palm Beach County
      and beyond, raising more
      than $100 million to date.
      The foundation supports
      Nicklaus Children’s
      Hospital, which has helped
      children from every state in  Christine Nixon, Mary
      the union and 119 countries. Blaisdell

                     Photos by Tracey Benson Photography







                                                        Barbara Nicklaus, Jane Seymour, Jack   Debbie Lipoff, Cameron Neth, Rhonda   Nan O’Leary, Barbara Nicklaus, Ali
                                                        Nicklaus                          Titherington                     Nicklaus










      Soula Rifkin, Arlene Fox  Lucky DeTray, Jane Seymour


                                                                                                           suit what is most important to you. We are celebrating our fourth
                                                                                                           decade of providing the highest level of care to our clients.
                                                                                                              Our advisors at AAS take the time to get to know you and your
                                                                                                           family and take pride in the practice of ‘relationship investing’.
                                                                                                           Realizing that your needs and experiences will shift over the years
                                                                                                           from Accumulating your Wealth to De-cumulating your Wealth,
                                                                                                           our intention is to invest in you as a partner in your process.
                                                            The Retirement Planning Specialists Crafting Financial      “Our approach gives us a unique perspective that allows us
                                                               Solutions with Insight and Integrity since 1980  to create the right plan for you and your investments.”
                                                                                                              The experienced team at Asset Advisory Services brings
                                                             The Setting Every Community Up for Retirement   strength of a unified team approach. Our ‘big-picture’ mindset
                                                            Enhancement (SECURE) Act was a bipartisan retirement   to financial wholeness keeps us focused on actively retaining
                                                             bill that was included in a larger legislative package. It was   ‘financial staying-power’ vs. passively pursuing simple ‘financial
      Victor Blanquart, Laura   Patty McDonald, Christine          signed into law on December 20, 2019.   management’. This care is what clients have come to count on
      Russell                  Lynn                                                                        from us throughout the years. Our system of review meetings and
                                                            What are some of the Act’s major Changes to Retirement   meaningful updates helps us keep a pulse on what is happening
                                                                             Planning?                     in your life, and assist you with mapping out new strategies as
                                                             Allows for Multiple employer sponsored retirement plans.  you navigate each stage of life.
                                                           Moves the Required Minimum Distribution (RMD) starting age      Is the financial planning process new to you, or are you simply
                                                                            from 70½ to 72.                in need of a second opinion? We are happy to help.
                                                          Allows anyone with earned income the ability to contribute to an
                                                                           IRA after age 70½.                  Managing your Wealth in Alignment with your Life -
                                                           In most instances, eliminates ‘Stretch’ IRAs and now mandates   Our 5-Step Approach:
                                                           inherited IRAs with most non-spouse beneficiaries (i.e. kids or   Discovery – Assessment – Evaluation – Implementation – Adaption
                                                                 grandkids) must be withdrawn within 10 years.
                                                               Proactively managing the income tax consequences      Our top goal is to exceed expectations with care. One way we
                                                                          of the ten-year Rule.            accomplish this is by offering educational workshops to expand
                                                           As it relates to the new ten-year rule, the purpose of considering   your knowledge and illuminate our wide array of services to you.
                                                            ROTH Conversions can be to spread distributions over many   At Asset Advisory Services, we lend our expertise in helping
                                                                        years and lower brackets.          you manage the many and complicated factors that contribute
                                                                                                           to a stable and sustainable Financial Home.
                              Malyn Sheridan, Joy                                                             Our clients count on us to review market trends and current
      Laurie Denson, Suzy Quinn  Casciano                                                                  events, monitor and advise them on cash flow and performance,
                                                                                                           and to keep their portfolios on track to the highest consistent level
                                                                                                           of performance possible. Throughout the year we review current
                                                                                                           tax returns, and advise on strategies to secure better deductions,
                                                                                                           to minimize your tax liability in conjunction with saving for your
                                                                                                           retirement.
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