Recent Articles

Newsletters & Articles
The Secure Act

The SECURE Act and Your Retirement

Some of provisions will make it easier for Americans to save for retirement. In part, these changes are long overdue, and we support the legislative modifications.

Capture Tax Savings: an IRA RMD for Charitable Giving

Whether you are taking your first RMD or not, did you know that you may directly donate the funds to a qualified charity and avoid paying taxes on the distribution.

Financial Planning: Getting Your Year-End Financial House in Order

Year end is fast approaching. Once we pass Thanksgiving, the holidays will compete for our attention.  While it’s a joyous season, it can be hectic, and year-end financial planning sometimes takes a backseat.

Cybersecurity: Secure it, Protect it

With the proliferation of hackers, securing and protecting your digital profile is paramount. Failure to do so can lead to a timely and costly remediation.