SECURE ACT 2.0
“Secure Act 2.0 passed in the house of representatives this week. Read here about some of the key items included in this retirement bill.”
Remember the IRA Contribution Deadline
“Remember that you have until tax time to make IRA contributions for the 2021 tax year! Have you made your contribution yet?”
Caring for Aging Parents
“What difficulties or learnings do you have from caring for aging parents?”
Diversification Isn’t Always Fun
“Diversification Isn’t always fun but can be so helpful in volatile markets like we’ve been experiencing lately!”
The RMD Surprise for Retirees
“It’s important to know how Required Minimum Distributions will impact you in Retirement. Read these tips to ensure you are prepared!”
Obtaining the CFP® Designation
With only 15% of registered representatives being Certified Financial Planners ™, it’s important to ensure the qualifications of the financial advisor you decide to engage!