What is the SECURE Act? How does the SECURE Act affect me?

What is the SECURE Act? How does the SECURE Act affect me?

By now, you may have heard of the SECURE act, but my guess is your wondering, what does it really mean for me? Well, we’re here to help! What is the SECURE act? The SECURE act (Setting Every Community Up for Retirement Enhancement) is a bill that was passed by both...
U.S. Markets face their first real test in 2020

U.S. Markets face their first real test in 2020

As US Markets face their first real test of 2020, we are keeping an eye on China, specifically the development of the Wuhan Flu story.  Make no mistake, this isn’t something to take lightly. Our government and governments around the world are coming up with...
How strong is your retirement plan?

How strong is your retirement plan?

Often times, when talking to clients about their financial plan, I like to use some analogies. One of those is thinking about their financial and retirement plan in terms of a sturdy table. That may sound weird, but lets think about it for a second. A table comes in...