Confused on the Secure Act? Read this!

SECURE Act is Official! “Setting Every Community Up for Retirement Enhancement” After months of speculation the SECURE Act is now official.  There are several parts to the SECURE Act; however I will summarize the main provisions that will impact our clients, prospective clients and additional blog readers. Required Minimum Distributions (RMD’s) Prior to the SECURE […]

Markets, Iran, and the Secure Act!

Markets Flat in the Short New Year’s Week & Geopolitical Tension Rising!  Welcome to Year 2020!  This promises to be an exciting year based upon what may transpire with our 2020 Presidential Election and the campaigning over the next 11 months. Typically I do not discuss politics in our blogs, however with the feeling that political […]