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

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

FDIC Insurance – What’s it all about?

Recently banks in financial distress (SVP, Credit Suisse, etc.) have been in the news, which can create anxious times for bank depositors. But it is important to note most traditional banks in the United States are FDIC insured, which should provide comfort to some consumers.

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.

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Categories

FDIC Insurance – What’s it all about?

Secure 2.0 Act

Getting Started with Financial Planning