SECURE ACT - What it Means to You
In an era of extreme political division, it would have been easy to miss the bipartisan legislation recently enacted by Congress. On December 20th, and without much fanfare, President Trump signed into law the SECURE ACT, which is an acronym for “Setting Every Community Up for Retirement Enhancement.” Here are the main provisions and what this could mean for you:
ICYMI - Here's What's Happening
There's been plenty of excitement in the investment industry with Charles Schwab and Co. eliminating commissions on stocks, ETFs, and options, and then purchasing TD Ameritrade. Brian was quoted throughout a fantastic article on financial site, Business Insider. In addition, you won't want to miss our annual Economic Outlook Breakfast in January, where we hear from one of the best in the industry, Omar Aguilar. All this and more in this edition of In Case You Missed It.
2020 Limits and Year End Planning Opportunities
It’s hard to believe the end of the year is upon us. There is only a month and a half left in 2019…and the decade! Here are the 2020 Contribution and Benefit Limits along with SIX ideas to make sure you’re maximizing your planning and minimizing your taxes for the current calendar year.
Recession Talk is Building - Here's Your Game Plan
There’s a fair amount of recession chatter going around right now. Here's your game plan regardless of when the next economic downturn occurs.
3 Ways to Up Your Cyber Game Immediately
They’re coming after you. They’re coming after me. They’re coming after anyone with a heartbeat, a social security number, and money. Cyber criminals wake each day looking for ways to take from you. Here are 3 steps you can take right now to improve your cyber hygiene and guard your data.