Two meetings, two titles. How do I reconcile the two? Some days, yes, we are the Dream Crushers, advising clients to not take a path they so desire. And sometimes, we are hopefully a gift to our clients, guiding them in financial matters that bring long-term financial peace.
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 Caesar. This was not the first attempt to trap Jesus …
I hope your fall season is going well and that you’re enjoying the cooler weather. Our newsletter topic this month might seem peculiar. What does money have to do with …
We often hear of celebrating milestones: victories, championships, new beginnings, births, etc. But I generally don’t associate milestones with defeats, losses, deaths, and other unfortunate events. Listen to what Tim …
I hope your summer months wrapped up well. For many of you, kids are now back in school and a routine is gladly welcomed. For others, this time of year …
