OUR NEW NORMAL

OUR NEW NORMAL

Hi all, I’m sure you’ve gotten a hundred emails of this sort recently. We are all working to find balance in our new daily routines and remain as productive as possible. I want to take time to discuss a few things that have changed in light of recent events: First,...
Are You 70 1/2 or Older?

Are You 70 1/2 or Older?

  The age of 70 1/2 brings many pleasantries to mind. These may include retirement, travel, financial security and more. This is also a very important age financially speaking. You will be required to begin taking distributions from retirement accounts and may also be...
The SECURE Act Passed in December, 2019!

The SECURE Act Passed in December, 2019!

How will the passage of The SECURE Act impact your tax situation? On December 20, 2019, President Donald Trump signed this landmark piece of legislation into law. Passed with bipartisan support, the “Setting Every Community Up for Retirement Enhancement...