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The SECURE Act

The SECURE Act Long-established retirement account rules change.  The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear to amount to a massive upheaval, the SECURE Act will require a change…

Financial Fitness, Charitable Giving, Porch Pirates and Cyber Scams

The last month of 2019 is important for both reflecting on the things that went right during the year, but also the things that didn’t go the way we wanted. We also wanted to reflect on some of the important articles of December. Do you consider yourself to be financially healthy? Financially coping? Financially vulnerable?…

Cost of Streaming, Medicare Part B Increase, Gift Card Scams and the End of the Charging Bull Era.

As we head into the end of the year (and the holiday season), we take a moment to reflect on some important articles and topics from the past month. People are cord-cutting and adding streaming services at a rapid rate. Whether or not you’re saving (enough) for your financial goals, it’s important to understand the…