The SECURE Act went into effect on January 1, 2020. It can be confusing to wade through the legislation and extract the implications of these changes. Now, more than ever, working with a financial professional is key to determining whether the SECURE Act could change your financial strategy going forward.
We hope this quick ebook will give you some insight into the key components of the SECURE Act.
As we enter the final two months of 2020, now is a good time to start planning for the 2021tax year. In this guide we'll share valuable information about the current tax law and provide you with some great planning tips for the new year. Keep in mind, this guide is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax, legal, and accounting professionals before modifying your strategy.
Why is 591/2 such an important number when it comes to your retirement? In this publication we show you why this half birthday signifies a turning point of sorts in your life - in a number of ways.
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Yes, college tuition is rising. Yes, there's student loan debt. Our publication examines the costs and benefits of attending college today in hopes of helping families and young Americans make appropriate choices for their futures.
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While end-of-life planning may seem morbid, a well laid out plan is the best way to ensure your wishes for future generations are met. Our publication takes a basic look at estate planning and key concepts to consider regardless of your financial status.
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While charitable giving is a matter of the heart, developing a prudent strategy will ensure your money and efforts are put to good use. Our publication looks at ways that you can maximize your Philanthropic strategy.
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