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...
Estate Planning Update shows man pointing at financial planning graph.

August 24, 2020

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: In December 2019, Congress passed the Setting Every Community Up for Retirement Read More...
Retirement plan sponsors with woman holding an open sign.

January 2, 2020

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: A bill that comprehensively reshapes the realm of employer-sponsored retirement plans Read More...
SECURE Act depicts community of people on board as three people sit on a bench looking at them.

January 2, 2020

The SECURE Act contains 29 provisions covering aspects of financial planning and retirement saving. This article helps break down the changes. Read More...