How the New SECURE Act will Affect Your Retirement Planning

unsplash-signbThe $1.4 trillion spending package enacted on December 20, 2019, included the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which had overwhelmingly passed the House of Representatives in the spring of 2019, but then subsequently stalled in the Senate. The SECURE Act represents the most sweeping set of changes to retirement legislation in more than a decade. Continue reading

7 Smart Financial Decisions for Millennials

unsplash-view1bMany Millennials are stressed with their current financial condition. According to Insider and Morning Consul, 72% of millennials struggle with anxiety over undergrad debt. Adding a car loan, phone service, rent, food and other living expense to the monthly expenses can easily become overwhelming. Continue reading

2018 Tax Postmortem: Making Sense of the Changes

unsplash-tax1bThe Tax Cuts and Jobs Act (TCJA), which passed in December 2017, made fundamental changes to the U.S. tax code, and 2018 returns were the first time most taxpayers could see the practical impact of these changes.

In an April 2019 Gallup poll, 43% of Americans said they were unsure how the new tax law affected them personally.

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