It’s Here: What You Need to Know About SECURE 2.0 concept depicts Hand of woman watering green dollar tree growing in white pot.

January 11, 2023

Presented by Tom Kennedy, CFP®: On December 29, 2022, President Biden signed into law the Consolidated Appropriations Act, 2023, an omnibus spending bill that includes the SECURE 2.0 measure (a.k.a. the Securing a Strong Retirement Act 2. Read More...
Introduction to SEPP Distributions, also known as 72(t) distributions shows man putting money puzzle together.

August 8, 2022

Learn more about Substantially Equal Periodic Payments (SEPP Distributions), how to calculate them, and how to claim exemption from the penalty. Read More...
Woman with coffee looking at documents and considering securities-based lending

June 17, 2022

Securities-based lending may be a quick way to lay your hands on some cash, but you should be aware of the potential for risk. By Kris Maksimovich, Read More...
Is the Roth 401(k) Right for Me?

June 13, 2022

The Economic Growth and Tax Relief Reconciliation Act of 2001 introduced the Roth 401(k) as a retirement plan that employers may offer to their Read More...
What Happened to Bond Prices?

May 16, 2022

Presented by Ben Murphy, CPA, PFS™, CPFA® : If you’re a fixed income investor, there’s bad news—and good news. The bad news: so far this Read More...
Single Women depicts woman with arms crossed contemplating financial planning

April 4, 2022

Presented by Kevin M. Curley, II, CFP®: For various reasons, the state of a woman’s financial security often depends on her marital status. A Read More...