Category: Estate Planning

Retirement Planning Changes Coming in 2020

3 Minute Read The SECURE Act was officially passed in congress last week, putting into law the most significant changes in retirement planning in years.  I will be discussing any applicable planning items with each client at their next review meeting.

Beneficiary Planning

Estate planning can inevitably bring up uncomfortable conversations.  While these conversations can be difficult, the actual planning itself can go relatively smooth with the help of an experienced financial planner.