SECURE Act 2.0
On December 23rd of last year, Congress passed the Consolidated Appropriations Act of 2023, a spending bill that included the anticipated SECURE Act 2.0. Rather than sending you a copy …
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The Gap in Financial Planning
Have you ever assembled a piece of equipment, or perhaps a toy for a child, stepped back and admired your great handiwork, only to find a part (or two) leftover …
Market Volatility, Inflation and War, Oh My!
It seems the quote, “This is a year to remember!”, now applies to every year. We have hopes of stability and normalcy as a new year begins, particularly with COVID …
Say “NO” to Instant Gratification
This month’s newsletter was originally posted in May 2018, but we see the principles as timely. I remember it like it was yesterday. When I was in high school, I …
Of All Things Cryptocurrency… and Not
Unless you have been hiding in a cave (or quarantining to the most extreme levels), you have heard about some form of cryptocurrency. Bitcoin would be the largest and most popular name you might have heard. And you might be surprised to learn that there are currently over 6,000 forms of cryptocurrency!
Navigating Life Events with Guidance
We have all seen timelines or charts which show a steady, linear progression. This could be an average rate of return on your retirement account with a nice ending balance. Maybe it is a life progression timeline showing graduation, a first job, marriage, a house, a child, family, empty-nesters, to grandparents, to retirement, to finally dying peacefully in your sleep in your late 80’s or early 90’s.