Washington Watch: SECURE 2.0 Approved
After months of negotiation between the House and Senate leaders, the SECURE 2.0 Act was signed into law by President Biden on December 29, 2022. The bill is intended as an upgrade to the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019. While SECURE 2.0 includes a great deal of […]
Planning for Year-end 2022 and Beyond
Planning for Year-end 2022 & Beyond DOWNLOAD NOW As the leaves begin to change colors, and there is a chill in the morning air, we turn our attention to year-end matters. This year has been tumultuous in the financial world with interest rates rising dramatically, heightened volatility in the equity markets, and inflation hitting levels […]