Tag Archives: beneficiary

6 Ways the SECURE Act May Impact Your Retirement

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The new Setting Every Community Up For Retirement Enhancement (SECURE) Act, just signed by President Trump, is the broadest piece of retirement legislation passed in 13 years. Ultimately, the law focuses on retirement planning in three key areas: 1) mo… Continue reading →

8 Reasons You May Need to Update Your Will

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Your will may be the most important document you’ll ever write. Problem is, after many of us draft one, we put it somewhere for safekeeping and don’t look at it again. That can be a big mistake. Lives change. Our finances change. Loved ones leave us an… Continue reading →