SECURE Act Highlights
The SECURE Act was just passed by Congress and signed by the President. The goal of the act is to make it easier to save. Let's review some of the highlights.
The SECURE Act was just passed by Congress and signed by the President. The goal of the act is to make it easier to save. Let's review some of the highlights.
Technology is a struggle for financial advisors and more. I wanted to share some of my favorite pieces of technology I've been using for years that helps my practice run smoother.
Reading is Fundamental, right. I thought I would share some quick reviews of books I have read recently. And don't worry as these are not finance books.
Roth IRAs are becoming a popular estate planning tool to transfer wealth to kids. However, there is something unique that happens with non-spousal inherited Roths and RMDs are involved.
What is enough? Instead of making it a bad word, why not make it a positive one you can reach.
I wanted to share some recent data about retirement in the US. Enjoy!