SECURE Act 2.0 Summary
In 2022, the SECURE 2.0 Act was passed into law. This legislation provides certain changes that may help many retirees…
07.28.25 Estate PlanningUnderstanding the SECURE Act 2.0
In the final days of 2022, Congress passed SECURE 2.0, the new set of retirement rules designed to facilitate contributions…
10.07.24 Estate PlanningSECURE 2.0 Act Summary
In 2022, the SECURE 2.0 Act was passed into law. This legislation provides certain changes that may help many retirees…
09.10.24 Financial Planning & InvestmentsCyber Hygiene Best Practices
As part of our ongoing effort to keep you and your data safe, we have provided some recommendations and best…
10.22.25 Financial Planning & InvestmentsFollowing the Paper Trail – A Practical Guide to Organizing Important Documents
Here are some practical tips and guidance for creating a system to keep your important documents accessible and orderly.
08.19.24 Financial Planning & Investments7 Practices to Protect Against Cyber Crime
Cybercriminals are relentless. As individuals and businesses adopt new behaviors and technologies to stave off attacks, they evolve their techniques…
03.02.23 TaxesUnderstanding Qualified Charitable Distributions (QCDs)
Learn how Qualified Charitable Distributions (QCDs) work, their potential benefits, and key considerations for retirees looking to reduce taxable income…
07.28.26 Financial Planning & InvestmentsWhat Is a Roth IRA, and Is It Right for Me?
Learn what a Roth IRA is, who it’s right for, and how it can deliver long-term tax advantages to strengthen…
07.10.26 December 2025 ViewpointViewpoint- December 2025
We have reached the final page of the 2025 calendar, and as is often the case for this time of…
12.03.25 Taxes2025 Year-End Tax Planning Opportunities
The 2025 tax year brings significant changes following the passage of the One Big Beautiful Bill Act (OBBBA) in July, a law…
12.02.25 Business OwnersChoosing a Retirement Plan for Your Business
Workplace retirement plans have become increasingly complex over the last few decades— but with that complexity also comes more opportunities…
11.12.24 Financial Planning & InvestmentsPasswords, Passkeys, and Face ID
Simple Ways to Strengthen Online Accounts
08.27.26