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SECURE Act – A Major Piece Of Retirement Law Change

SECURE Act – A Major Piece of Retirement Law Change

Today, Congress passed the SECURE Act (Setting Every Community Up for Retirement Enhancement) which has been in the works for a number of years and is the first major piece of retirement law change in a decade. The bill includes…

Women And Financial Advice – 4 Myths & Misperceptions

Women and Financial Advice – 4 Myths & Misperceptions

When we’re sitting with prospective clients, we often see a similar range of emotions during our meeting. At first, they may be anxious or embarrassed, worried that they didn’t start saving for retirement earlier or that they aren’t really sure…

The Increased Gift Exemption Amount

The Increased Gift Exemption Amount

One of the major changes in the 2017 Tax Cuts and Jobs Act (TCJA) was an increase in the estate and gift exemption, which is the amount that one can gift during their life or at death free of taxes. …

Recession-Proof Your Business In 4 Ways

Recession-Proof Your Business in 4 Ways

While recessions are seldom welcomed, well-positioned companies can find important opportunities in economic downturns. You can recession-proof your business - if you work to put your business on solid financial footing now and find that your projections leave you in…

Recency Bias And A Business Recession-Proof Plan

Recency Bias and a Business Recession-Proof Plan

I believe that the fear of the next recession is especially strong for investors because of a phenomenon called recency bias, which may encourage investors to make rash decisions that are not in the best interest of their long-term goals.…

Medicare Annual Election Period

Medicare Annual Election Period

The arrival of autumn brings about the changing leaves, pumpkins and cooler weather. It also brings about the Medicare Annual Election Period (AEP). AEP, which occurs between October 15 and December 7, is when current participants in Medicare can evaluate…

Advisor’s Succession Plan Can Impact You

Advisor’s Succession Plan Can Impact You

One question clients often ask me is “What happens to me if something happens to you?” As financial advisors, we work with clients through their “what if” scenarios on a regular basis. For instance, “What if I predecease my spouse early…

ESG Investing Can Help Your Nonprofit Find Talent

ESG Investing Can Help Your Nonprofit Find Talent

Can a commitment to strong ESG investing (environmental, social, and governance) within your retirement plan investments help attract and retain talented employees in your nonprofit organization?  It matters more than you might think.  End Homelessness, a regional nonprofit organization, was…

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