How the SECURE Act Affects Retirees and Beneficiaries (and What You Can Do About It)
Last week we went over the basics of the SECURE Act’s provisions, who it will affect, and what the potential impact will be. To recap,…
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The Coronavirus and Market Uncertainty
People like to think they behave rationally at all times, but the truth is, we all allow emotions to influence our decisions. As it is…
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What the SECURE Act Means for Retirement
A recently passed spending bill could have a big impact on your retirement plans. On December 20th, 2019 the Senate passed the year-end spending bill…
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Financially Savvy Tips for Traveling to Europe
It’s the new year and you’ve decided you’re going on a vacation to Europe — you’re going to have such a wonderful time! Before you…
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Introduction to Planned Giving
Think about what matters most to you. What are you passionate about and what do you want to continue supporting even after you are no…
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Planning Your Finances for the Holiday Season
With the holidays already upon us and more coming up soon, you may be feeling the financial strain of the season. Yes, the holidays are…