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Author: Scott LaValley
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Secure 2.0 Act

In December of 2022, the Secure 2.0 Act was signed into law as part of the 2023 Omnibus spending bill. The legislation resulted in a revised set of retirement rules with the primary goals of increasing retirement savings and to generally make qualified retirement plans more “user friendly” and accommodating to participant needs.
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It’s Time to Dust Off Your Estate Plan

A properly drafted comprehensive estate plan is a very important piece of one’s overall financial plan. In a nutshell, it helps to make sure that your affairs are properly taken care of and ultimately makes sure that what you have ends up in the hands of those you want.
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