Resources
15Jan 2020

Written by Dan Mules, CPA As the ball dropped and 2020 rained down on us, our minds shifted from where we’ve been to where we are heading. Many of us immediately pressed our New Year’s resolution “START” button with Olympian-style determination and vigor. Unfortunately, for the vast majority, that determination and vigor will fizzle out […]

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09Jan 2020

Written by Thomas M. Geier, CPA, CFP ®, PFS The Setting Every Community Up for Retirement Act (SECURE ACT) was approved by the Senate on December 19, 2019, and signed into law by President Trump on December 20, 2019. This legislation is primarily aimed at increasing the use of tax-advantaged accounts and preventing seniors from […]

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02Jan 2020

Written by Gregory Palacorolla, CFP® The holidays are a busy time of year. We rush around trying to get last-minute gifts, our brains are overloaded with to-do lists, and time seems to be moving faster than a runaway train, leaving us feeling overwhelmed and out of control. While this may not be the norm for some, […]

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