Organizing your Personal & Financial Information
We are now a few weeks into the quarantine process due to COVID-19 and this virus may be causing you to reconsider some of aspects in...
The SECURE Act
Three months ago, Congress passed legislation known as the SECURE Act, Setting Every Community Up for Retirement Enhancement Act. The...
What does it mean to be wealthy?
What is being wealthy to you? For some people, wealth is having the latest and greatest toy, like that new boat or car. For some, wealth...
Organizing your Financial Affairs
For many people, the end of the year provides a time for them to reflect on the past year, as well as an opportunity for them to...
Required Minimum Distributions (RMDs)
This month’s newsletter we will be discussing IRA Required Minimum Distributions, RMD for short. RMDs are just as their name states: The...