At the very end of December 2019 Congress, with bipartisan support, signed into law the SECURE Act (The Setting Every Community Up for Retirement Enhancement Act of 2019). The SECURE Act represents the most significant changes to retirement policy legislation since the Pension Protection Act of 2006. Many of the changes are effective starting January…

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“What? You’re retiring?” Name:             Kate Age:                54 Profession:     Newspaper columnist Status:             Working part-time Receiving the sudden news from an employer that you are going to be let go for early retirement is difficult for anyone.  In some cases, it might even be harder for the spouse.  Confidence and happy anticipation can take a big hit when…

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As a daughter, sister, wife, mother and aunt, I, like many of you, fill many roles as a woman.   While there have been significant improvements to the gender gap in the workplace, statistics show that women are still at risk of not achieving their own financial security.  While women are just as capable as men,…

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Many of our clients are in the fortunate position to be providing an inheritance to their children and grandchildren. While there’s comfort in knowing you’ll ultimately be helping your loved ones financially, lifetime gifts can provide a psychological reward you’ll never experience if you wait until after you die to pass your money on. When…

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