Scott LaValley, CFP®, CVA®, MSFS, Author at Independent Wealth + Business Advisory

Author: Scott LaValley, CFP®, CVA®, MSFS

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.

Getting Started with Financial Planning

The financial planning process is a lot like planning a vacation, although not anywhere near as fun.

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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Categories

Secure 2.0 Act

Getting Started with Financial Planning

It’s Time to Dust Off Your Estate Plan