In February of 2022, the IRS and Department of Treasury released 275 pages of proposed regulations to implement the SECURE Act (Setting Every Community Up for Retirement Enhancement), that was originally enacted in December 2019. The SECURE Act was designed to...
For the past 22 years, I have had the privilege of assisting individuals who sought investment and retirement council. Through that time, we’ve witnessed countless success stories, but not without speed bumps. 2022 has presented a moment that could cause havoc for...
Tax planning should always be a key focus when reviewing your personal financial situation. One of our goals as financial professionals is to identify as many tax savings opportunities and strategies as possible for our clients. We believe that a proactive approach to...
Baseball legend Yogi Berra once said, “It’s tough to make predictions, especially about the future.” This holds true when it comes to timing the stock market. Investment markets have recently experienced a few years of very strong returns, but market...
2021 closed as a banner year for many investors. Although the year ended with both winners and losers, in retrospect, the sudden recession created by the COVID pandemic in 2020 lasted for investors for only two months. Although history will record the Covid pandemic...
Happy New Year and welcome to 2022! We hope that you and your family had an enjoyable holiday season. We look forward to what this new year has to offer. Our primary goal for the new year is to continue to help optimize your journey toward your financial goals. A key...
