Retire

SECURE Act 2.0 An Overview

January 18, 2023By Phil Clark, CPWA®,CFP®, CLU®

In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement. The law is called SECURE 2.0, and it’s a follow-up to the Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in 2019. Read the full article…

Year End Planning Checklist 2022

November 29, 2022By Phil Clark, CPWA®,CFP®, CLU®

As we approach the end of an extraordinary year on many fronts, it is a perfect time to take account of the year and begin to plan for the future. Whether it is economic models, capital market assumptions, or political headwinds, we can consider year-end planning techniques that may increase your net worth with changes Read the full article…