Articles and Updates
The SECURE Act (The Setting Every Community Up for Retirement Enhancement) was signed by the President on December 20th with a January 1, 2020 effective date. This Act was part of the Spending Bill and significantly affects IRA planning.
You may recall the story of Jesus being confronted by the Pharisees about whether or not to pay taxes to…
I hope your fall season is going well and that you’re enjoying the cooler weather. Our newsletter topic this month…
We often hear of celebrating milestones: victories, championships, new beginnings, births, etc. But I generally don’t associate milestones with defeats,…
I hope your summer months wrapped up well. For many of you, kids are now back in school and a…
Are you tired of taking sides? Tired of having to choose one over another? Simply tired of making so many…
