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SECURE Act Impact Part 1: What Retirement Account Owners Can Learn From The Boss, The Piano Man, and Gooney Bird

That rustling sound you may have heard in late December was not Santa, nor a late-night Amazon delivery, but rather Congress passing the Setting Every Community Up for Retirement Enhancement (SECURE) Act on December 19, 2019 (which President Trump signed into law the following day). While most of the SECURE Act’s provisions became effective on …

Planning for Your Digital Assets

Benjamin Franklin famously said, “In this world, nothing can be said to be certain, except death and taxes.” No one enjoys paying taxes, but our communities benefit from parks, better roads, schools, libraries, etc. However, with death, it’s our survivors who benefit from our estate plan. The conversation about what to do with our assets …

Achieving Financial Fearlessness: Talking to Teens about Money

The list of things we want to teach our teens before they leave the nest is long: how to put clean clothes in drawers to avoid those same clean clothes being intermingled with the dirty ones that are in the floor just feet away from the laundry basket, how to open the refrigerator and see …

College Education Funding: From Diapers to Decision Day

Recorded live on Tuesday, October 29, 2019 My oldest daughter will become a teenager this week and the feeling is one with which all parents can relate. As Gretchen Rubin said, “The days are long and the years are short.” Time does indeed fly (granted more so when you are having fun rather than when …