Latest Vlog

What You Need to Know About Tax Laws Expiring in 2025
2025 is well underway, and at Kramer Wealth Managers, we believe it’s important to be aware of key changes that could impact your financial planning.

A Quick Tip: “types of accounts” versus “types of investments”
We want to share a quick tip about “types of accounts” and “types of investments”. People often get confused by account types and investment types.

The cost of NOT working with a financial advisor
People often talk about the cost of working with a financial advisor, but rarely think about the cost of NOT working with one. There is

SECURE Act 2.0: Eliminate RMDs for Roth Accounts within Employer Retirement Plans
In today’s vlog, I will be discussing the SECURE Act 2.0: eliminate Required Minimum Distributions (RMD) for Roth accounts within employer retirement plans such as

Quarterly Market Insights: Q1 2023
Quarterly Market Insights: Q1 2023 Hello everyone, we would like to share some market insights about the past quarter. During the first quarter of this

Be Wary of Using Information From Social Media to Make Your Financial Decisions
Hello everyone, we would like to remind all of you that everything you see on social media regarding finances, investments, advices, insurances, etc. does

SECURE Act 2.0: Expanded Roth Contributions
In today’s vlog, I will be discussing the SECURE Act 2.0: Expanded Roth Contributions. This is our third vlog about the changes within the SECURE