Creating a life of wealth and wisdom.

What the SECURE Act Means to You

  On December 20, 2019, President Trump signed, The Setting Every Community Up for Retirement Enhancement (SECURE) Act into law. Below are some of the key changes: 1. Reduction to the “stretch IRA” limits for most non-spouse beneficiari...

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‘Tis the Season for Giving

This time of year is often referred to as the giving season and for the right reason: Americans tend to give more in the last quarter of the year than any other. According to the Nonprofit Research Collaborative, over half of the nonprofit organ...

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New Tax Law

President Trump signed sweeping tax legislation into law on Dec 22. Most of the bill’s provisions are due to take effect January 1, 2018. Many areas are impacted including: There will be 7 tax brackets, with the highest being 37% The personal ...

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College Planning Q & A

While we may not be mentally prepared to think about it, back-to-school planning is right around the corner! Let’s spend time reviewing some college planning fundamentals and clear up a few of the misconceptions about preparing for the cost of...

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