On January 1, 2020, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) went into effect, and it represents the most significant retirement-planning legislation in decades.Indeed, the changes ushered in by the SECURE Act have dramatic implications for both your retirement and estate planning strategies—and not all of them are positive. While the […]

Businesswomen often have to juggle between their business, family, and children. How do you keep the balance between your business and family while protecting your assets?  Join us on Thursday, January 23 at our “Lunch and Learn” educational seminar to find out. After attending, you’ll walk away with tips every businesswomen/owner should know.   This event will be […]

The Tax Cuts & Jobs Act (TCJA) made sweeping changes to exemptions, deductions, and credits for your family’s federal income taxes. But one major change that you might not have noticed is the way the law altered the potential tax consequences of divorce. Unlike child support, alimony payments have long been tax-deductible for the ex-spouse making […]

Investing in life insurance is a foundational part of estate planning. However, when naming your policy’s beneficiaries, there are a number of mistakes you can make that could lead to potentially dire consequences for the very people you’re trying to protect and support. The following four mistakes are among the most common we see clients make […]

Happy Holidays from our team to your family! We hope that you and yours are able to spend lots of quality time together while you enjoy the great holiday meals and festivities that are sure to come. As always, if you have any questions for us, don’t hesitate to react out. We are here to […]

With more and more Baby Boomers reaching retirement age each year, our country is undergoing an unprecedented demographic transformation that’s sure to challenge our society in many ways. There’s been lots of talk about whether Baby Boomers will have enough savings for retirement and the strains the generation will put on Social Security and Medicare. […]