SECURE Act Changes

This month I wanted to update you on changes starting on January 1, 2020. In December, Congress passed the SECURE Act (Setting Every Community Up for Retirement Enhancement Act). This write up acts as a summary of the changes that will most likely affect you, either now or in the future. Changes to Required Minimum…

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Financial Advisor - are they worth the money?

Would you be surprised if I told you that people who perform DIY auto repairs experience almost double the car problems compared to those who use an experienced mechanic? Would you also be surprised if I told you people who try to invest for retirement on their own have less in their accounts than those…

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