It’s Time to Have “The Talk” With Your Loved Ones
You are probably talking with your family and loved ones a lot more these days. You may even be living together under one roof. During these times, we are reminded of just how important our relationships can be. As we grow older, we begin to realize how precious...
Understand How Your Money is Invested
If you already have one or more retirement or brokerage accounts, or just inherited any type of investment account from a deceased spouse or family member, now is the time to get connected to how your money is invested. While you may rely on a broker or financial...
The Impact of the SECURE Act – Part 2
If you are creating a new estate plan, or looking to update your pre-existing plan, it is important to understand the available strategies to avoid drawbacks of the new SECURE Act that may impact how your pass on your retirement account proceeds. On January 1, 2020,...
The Impact of the SECURE Act – Part 1
On January 1, 2020, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) went into effect, and it represents the most significant retirement-planning legislation in decades. The changes ushered in by the SECURE Act may have dramatic implications...