“Estate Planning and Your Financial Legacy”
Blog “Estate Planning and Your Financial Legacy” Estate planning can be a daunting and complex concept, but it doesn’t need to be. This week, we highlight a post from Scott Monk over at Charis Legacy Partners as he breaks down the basic concepts within...‘Setting your Sights on 2023’
Blog “Setting your Sights on 2023″ The thought of new year’s resolutions makes some people cringe. Imagine what our 2022 goals looked like in January of last year compared to what actually happened. While we may not have as crazy of a year in 2023,...‘The Highlights from Secure Act 2.0’
Blog “The Highlights from Secure Act 2.0″ In late 2019, Congress passed Setting Every Community Up for Retirement Act 1.0 (SECURE). This revised rules around retirement saving, including raising the age for required minimum distributions to 72 and...End of Year Financial Considerations
“Don’t let the year finish without considering some of these financial moves”
‘Do Midterm Elections Move Markets?’
“I’m glad that mid-term elections are behind us. The question remains: Do they really impact the stock market?”