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Insightful Articles

To Keep You Informed

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SECURE 2.0 Act

Who doesn’t enjoy tying up year-end loose ends? The original SECURE Act was signed into law on December 20th, 2019. Its “sequel,” the SECURE 2.0 Act, was similarly enacted at year-end on December 29th, 2022. Both pieces of legislation seek to reform how Americans prepare for retirement while juggling current spending needs. How, when, or will each of us retire? How can government incentives, regulations, and safety nets help more people safely do so—or at least not get in the way?

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Estate Planning: Living Trusts

Living trusts are created with a clearly defined objective: to avoid probate. Misconceptions about living trusts have spread to the point where people think trusts can accomplish much more than they are designed to. But if you are worried about your will being contested or your heirs fighting over your assets, a revocable living trust may be your best option.

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How Do We Choose the Funds We Use?

If you’re seeking clarity on how to position your investment portfolio, the daily spew of financial commentary won’t help. To cut past the clutter, let’s revisit our investment selection process, which speaks to the importance of looking past today’s unsettling news in pursuit of your greater, long-term goals.

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