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Tom Stedman

Associate Wealth Management Consultant

Financial Planning » Highlights of the Newly Enacted SECURE Act

December 20, 2019 | Financial Planning

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is designed to expand and preserve retirement saving options for more Americans. While the Act introduces nearly 30 new amendments to the Internal Revenue Code, we highlight 12 changes we believe will be the most impactful for …

Margaret Jeffries, CFP®

Wealth Management Consultant

Financial Planning » Keeping an Eye on Recent Rulings as the SECURE Act Looks to Pass

December 18, 2019 | Financial Planning

News about finances, health care, and estate planning is constantly changing – modification in laws and regulations can be confusing, and it’s difficult to know how your finances will be affected. Below we outline a few of the most recent changes, particularly proposed updates to retirement …

James Esposito

Qualified Plans Consultant

Financial Planning » 2020 Qualified Plan Limits

November 20, 2019 | Financial Planning

Well… it’s that time of year again. Red and gold leaves drift by the window. The pitter-patter of little goblin feet trails off into the chilling night. The gales of November seem too early. And, the IRS announces the qualified plan limits for the next year. The full text of IRS Notice 2019-59 …


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