December now feels like ancient history given the current state of the world, but back then, Congress passed the SECURE Act (Setting Every Community Up for Retirement Enhancement) which introduced
The Elimination of the Stretch IRA
A Guide to Navigating the Financial Planning Landscape
Although equity markets are down significantly from their highs just a month ago, there are various personal financial planning strategies that could warrant immediate attention.
A Penny Saved is a Penny Earned
Most Americans are familiar with the old advice that “a penny saved is a penny earned” or “the sooner, the better”. This is just one way of describing the power of compound interest.
Making the Most of Your Windfall
Congratulations! The enterprise you have worked tirelessly to create has now been sold or gone public. While you were consumed with building your business and formulating the best exit strategy, you
The Proper Way to Name a Minor as Your IRA Beneficiary
One of the more common requests we hear from clients is their preference to name their minor children as IRA beneficiaries. Unfortunately, minors are legally unable to own property, and therefore cannot inherit
