What the Proposed SECURE Act Means to You – 9 Major Changes
Recently, I’ve gotten a few questions about the proposed SECURE (Setting Every Community Up for Retirement Enhancement) Act that the...
Tax Refund: Money You Don’t Want
It’s that season again. I’m talking about Tax Return season. If you’re like me, you frantically gather all those tax...
10 End of Year Planning Tips
With yearend upon us, life can get quite hectic. We’ve got vacations, holidays, and quality family time to juggle. While...
12 End of Year Planning Tips
With year-end quickly approaching there are only a few more weeks to get those last minute planning items taken care...
Navigating the Chemours Deferred Compensation & RSP Restoration Plan
Right now, the Chemours (and several others) Deferred Compensation and RSP Restoration Plan are in an open enrollment period. ...
The Dow/DuPont Merger: What to Expect
There is little doubt - mergers can be frightening. Below is a list of what to consider, expect, and formulate...
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