By Mark Petersen
By the very name, the SECURE Act – or Setting Every Community Up for Retirement Enhancement Act – is designed to enhance retirement savings. There are several provisions in the new law to help accomplish this goal.
Published by Robert W. Huntley, CFP®, CHFC®, CKA® Founder & Wealth Advisor One woman has millions in the bank and lives a life of poverty. Another woman has little in the bank yet lives a life of true wealth. I like this quote by Ernest Hemingway: “It takes 2 years to learn to speak an …
Published by Stephanie Wilson, Lead Communications Associate It’s the time of year when our thoughts go to thankfulness for our family, friends, and all we have received. There is more to be thankful for than the things that money can buy. The intangible things are the ones that touch us th …
By Paul West
Foundational decisions you make can save you – or cost you – thousands over time, no matter how many widgets you sell or clients you sign up. There are deep structure questions here that will be the difference between long-term growth or flash-in-the-pan success.