In a further attempt to expand and promote retirement savings, Congress passed SECURE Act 2.0 as part of an overall spending bill, the 2023 Consolidations and Appropriations Act. President Biden signed the bill into law on December 29, 2022. OVERVIEW The SECURE Act...
Many people consider making financial changes as part of their resolutions for the new year. If you want to get savvier about your savings, here are three ways to go into money-saving mode. 1. Set specific savings goals. If you’re always promising yourself you’ll “do...
International travel is coming back to life as travel restrictions are lifted, and people can finally head out into the world again. Before you plan a trip, remember that travel restrictions may still apply in some places, and it’s always a good idea to check with the...
Finding out you need a new roof may initially feel like a gut punch, especially if you weren’t expecting it. But there is a good reason to replace it. According to real estate professionals in the Remodeling Impact Report, a new roof is one of the few home repairs...
If you’ve ever thought that paper money and coins were things of the past, you’re not alone. Currency has evolved over the years, but never so rapidly as in modern times. Thanks to the popularity of online shopping, digital payments are soaring worldwide. Most people...
According to Michael Sonnenfeldt, founder and chairman of Tiger 21, wealthy investors are pivoting back to stocks, with one sector being perhaps the biggest opportunity in history. Tiger 21 is a network of ultra-high-worth investors, executives, and entrepreneurs, and...
Some small business owners know exactly how they are going to exit their businesses and have it all planned out since the very beginning. For others, though, things aren’t so straightforward. Eight out of ten small to mid-sized business owners don’t have a transition...
What You Need to Know About After-Tax 401K Contributions Most employees with a traditional 401(k) plan through their employer make regular contributions deducted directly from their paychecks. The amount you can contribute every year is capped; for example, in 2022,...
On a Personal Note It’s fun to reminisce about some of our life’s memorable experiences, especially the ones that are humorous and ones that taught us life lessons. Growing up in my hometown of DeLand in the 60s and 70’s, life was vastly different from today in so...
Do you need a trust if you already have a will? Many people think one covers the other, but when it comes to estate planning, a trust and a will are two different things. A will is more like an extremely detailed set of instructions to be followed after you pass away....
SCHEDULE A COMPLIMENTARY
15-MINUTE STRATEGY SESSION TODAY