Thought Leadership and Financial News

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12 months ago

The SECURE ACT: Monumental Tax Law Changes Bring Planning Opportunities

On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (“SECURE”) Act was signed into law effective January 1, 2020.  This legislation brought about many significant and sweeping changes to our tax and retirement laws.  The four primary takeaways and planning opportunities that may affect you are as follows: 1. The required minimum… Read the full article.

2 years ago

A Different Kind of Commentary

Today I said goodbye to my cousin Ben. He was 37 years old and leaves behind a five-year-old son, Anthony. Ben was beautiful, smart, funny and one of the greatest dressers of all time. He made everyone in the room feel special and his smile was as infectious as it was sly. Like me, he… Read the full article.

2 years ago

Simple Principles for Your Financial Journey

A blog post by Daniel Snover April is Financial Literacy Month and a great time to bring awareness to your financial well-being. Many of us wait until major life events like buying a house, changing jobs, or even nearing retirement to begin thinking about financial commitments, but it takes time and conscientious planning to attain… Read the full article.

2 years ago

Less Financial Jargon, More Clarity for Investors

By Mariam Bartlettt The amount of financial jargon used by financial advisors, especially in the retirement plan space, can become overwhelming and intimidating very quickly. If you can relate to this, you are not alone. The general public, according to a recent Empower Retirement survey, often misunderstands words that are commonly used by financial providers, employers… Read the full article.