New Retirement Tax Law
SECURE Act- President Signs New Retirement Tax Law
President Trump signed into law the ‘Setting Every Community Up for Retirement Enhancement’ (SECURE) Act, which became effective January 1, 2020. This bipartisan bill offers some useful features along with some very bad changes for both the wealthy and average earners. The Good News Under prior law, you were required to begin taking Required Minimum […]
Your Three Most Important Goals
2020: Your 3 Most Important Goals
It’s a new year and a new opportunity to hit the reset button on goals for the most important aspects of your life. Your first question might be, “Does setting goals really matter?” As a seasoned politician (Mayor of Mtn. Brook), my answer would be, “It depends…” Most people go through life, never set any […]
Holiday Fraud – How to Avoid Being a Victim
Fourth Quarter Financial Planning Series: Don’t Be A Victim of Holiday Fraud!
With the holiday season in full swing, as evidenced by stores full of shoppers and lots of traffic, it’s also important to remember that this is prime time for fraudsters. In the crowded business of this season, it’s easy to let your guard down. Recent research by LIMRA indicates that 36% of those responding to […]