Radnor News / Blog

Meet our 2021 Summer Interns!

June 17, 2021 // posted by: Radnor Financial Advisors

Radnor Financial Advisors is pleased to welcome our two Financial Planning Interns for the Summer, Jason Swartz and Max Elfenbein! Jason Swartz is from Upper Dublin, Pennsylvania and is majoring in economics…


Should cryptocurrencies be a part of portfolios?

June 8, 2021 // posted by: Radnor Financial Advisors

There is a lot of buzz about Bitcoin these days as its price rose above $60,000 in mid-April and its total market value crossed $1 trillion.  However, recently it has fallen back,…


Promotion Announcement

June 1, 2021 // posted by: Radnor Financial Advisors

Radnor Financial Advisors is pleased to announce that Kapil Patel has been promoted from Senior Portfolio Administrator to IT Operations Manager. Kapil joined Radnor in 2011 and recently celebrated his 10-year anniversary…


10 Reasons to Outsource Your Taxes to a Credentialed Financial Services Professional

April 27, 2021 // posted by: Radnor Financial Advisors

April 15th is a date that normally looms large in the minds of every US taxpayer, however this year, thanks to the ongoing COVID-19 pandemic, the IRS has postponed the deadline for…


AMERICAN RESCUE PLAN ACT OF 2021

April 6, 2021 // posted by: Radnor Financial Advisors

On March 11th, President Biden signed the American Rescue Plan Act of 2021, a $1.9 trillion COVID‐19 relief package, which includes a number of provisions to support individuals, schools, small businesses, infrastructure,…


As We Move Clocks Forward, Take A Look Back

March 18, 2021 // posted by: Radnor Financial Advisors

On March 15th, 2020 the longest bull market on record ended as the coronavirus pandemic halted the economy.  We experienced the quickest drop into a bear market in history – 16 days. …


CONSOLIDATED APPROPRIATIONS ACT OF 2021 – OVERVIEW

February 18, 2021 // posted by: Radnor Financial Advisors

While the Consolidated Appropriations Act of 2021, signed into law by former President Trump last month, includes a typical list of tax modifications and extensions, it also provides economic relief in response…


The 2021-2022 FAFSA Is Now Available

October 12, 2020 // posted by: Radnor Financial Advisors

The 2021-2022 Free Application for Federal Student Aid (FAFSA) was available starting October 1, 2020.  Some colleges/universities will not award merit-based grants and scholarships without a completed FAFSA, therefore, it is crucial…


RETIREMENT PLANNING – HOW STATES ARE HELPING

September 21, 2020 // posted by: Radnor Financial Advisors

Remember in high school when you would sometimes show up to an exam without studying a wink? Saving for retirement is like studying for a test: the more you prepare, the better…


A Tax-Efficient Planning Strategy – Roth IRA

August 10, 2020 // posted by: Radnor Financial Advisors

IRA Plus.. or Roth IRA? A Delaware Senator named William Roth and an Oregon Senator named Bob Packwood proposed the idea of an “IRA Plus” in 1989.  The proposed retirement account allowed…


×
×