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:
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.
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.
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.
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.
For businesses owners who have not yet implemented a company sponsored 401(k) plan, the deadline for adopting a Safe Harbor 401(k) for calendar year 2019 is approaching on October 1st.