SECURE Act Changes
The new year brought big changes to retirement accounts with the SECURE Act so let’s talk about the areas you need to pay attention to. Plus, we’ll open up the mailbag to cover cash, stock, and retirement planning. […]
Tag: legacy
Estate Planning Mistakes
There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes. […]