Creating a life of wealth and wisdom.

Our Response to COVID-19

The health and safety of our clients and employees is our top priority – it has been this way since the firm was founded in 1982. I want to provide an update on how Planning Alternatives is responding to the outbreak of the Coronavirus (COVID-...

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Market Update

Stock markets have been falling dramatically this week, due to the effects of the Coronavirus. While infection rates are slowing inside China, they have begun to rise outside of China. Increasing numbers of cases in South Korea, Japan and Italy ...

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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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