SECURE Act – Most Significant Change to Retirement Laws in Over 20 Years

While you were busy wrapping presents on December 20, 2019, Congress was busy changing the way we withdraw money out of our retirement accounts as we know it. The SECURE Act (Setting Every Community Up for Retirement Enhancement) has many provisions, but the biggest changes we want to bring to your attention are the “Death […]

Write 2020 on Checks and Documents

With the new decade comes new opportunity for fraud. While not as widespread as the Y2K fear, the rumors of fraud with dating checks or documents with “20” instead of “2020” is one worth familiarizing yourself with. Let’s say you are writing a check to a rogue dog sitter and date the check 1/15/20 and […]

Key Questions for the Long-Term Investor

“It is this company called Sendrax. They have this special technology thingy for televising opera.” – George Costanza, 1990 As ridiculous as this stock tip may seem, replace Sendrax with another technology company and televising opera with a new app and it could just as easily be the same unsolicited financial advice so many receive […]