WE ARE ABOUT GUIDANCE

Below you will find relevant information to common questions and areas of focus. From financial planning to current events, we hope you find these resources helpful and share with others who may benefit from the same guidance.

Please let us know if there is a subject matter you would like to learn more about. We are always here to be of service.

The Secure Act and Changes to Be Aware of

02.05.2025

When the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019, and its successor, SECURE 2.0 Act of 2022, went into effect they came with many changes. Some you may have come to know, like how it increased the age to 73 for required minimum distributions from retirement accounts. Though many changes are not well known. Some have followed a tiered approach, so adjustments weren’t implemented immediately or aren’t scheduled to begin until a future date. In addition, some rules weren’t clear, so the IRS had to issue additional guidance on how to interpret the rule.

Fundamentals Remain the Same, Then and Now

12.11.2024

Originally Published January 2017 – Updated September 2024 

When we first published this article, it was early 2017.  Seems the landscape, amazingly enough, and our approach hasn’t changed that much.