Tag: estate planning

Top 4 SECURE Act Changes That May Impact You and How To Plan For Them

By now you’ve probably heard of the SECURE Act and its impact on retirement plans. The purpose of the SECURE Act, which became law in late 2019, was to increase Americans’ access to retirement savings plans, but you may be directly impacted in other ways. Here are the top four changes that will affect most […]

Five Things Every Young Family Should Do Now!

In the hustle and bustle of every day family life, it can be difficult to see beyond the present and prepare for the future.  Often important actions that each family should take fall to the wayside as the days are crammed with work, school, sports, and household duties.  In Five Things Every Young Family Should […]

Sending A Child Off To College

When we think about sending children off to college, the first thing that comes to mind is “how much will it cost.” Unfortunately, the kids are thinking about roommates, friends, and parties! There are some key considerations it is important not to overlook during the first few weeks of college: Help your child start off […]