On December 29, 2022, President Biden signed the Consolidated Appropriations Act of 2023. That spending package included the 358-page Setting Every Community Up for Retirement Enhancement Act, also known as SECURE 2.0, which builds on the first SECURE Act...
With the new year still fresh in our minds, it’s a good time to take inventory of what might be just around the corner in the coming months. It could be any number of things: changes in your household, moving to a new home that better fits your needs, or maybe even...
The New Year means taking a new look at our finances. The most important thing to make sure you feel like you have the cashflow you need to do the things you want to do. So, let’s set some goals this year to build on last year’s progress and make this year the best...
During the holidays, we think about spending time and reconnecting with family and friends, cozying up by the fireplace, enjoying each other’s company. We also tend to spend quite a bit of money this time of year, on everything from gifts to new year’s resolutions...
Gift giving. Aack. Sometimes it seems so much harder than it should, and we all have someone in our life who’s impossible to buy for. Often, they are close friends, family members, or even spouses. Usually, it feels like you’ve already bought them everything...
You’re young, have little in savings, and might not have anyone relying on you, financially. So, why do you need to think about estate management?1Here are four great reasons: Estate Strategies: They’re Not Just for the Elderly You need a will. You may ask...
