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Knowledge is power 

EDUCATING YOU ON YOUR OPTIONS

Insights

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What’s the Impact of the SECURE Act

While the SECURE Act did not provide sweeping tax reform, there are a few provisions in this 2019 year-end tax legislation that you should understand. From moving the Required Minimum Distribution age to age 72 to making the “stretch” IRA a bit less elastic, you should revisit your plan to determine the impact to your situation.

retirement
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Living With Purpose

Many studies have connected a strong sense of purpose with better mental and physical health, lower incidence of disease, and longevity. A person with purpose is clear-eyed, energetic, peaceful, and engaged. They take care of themselves so that they can work on their purpose all the days of their lives. This article talks about the benefits of having a high sense of purpose and how you can find it.

life planning