The SECURE Act (“Setting Every Community Up for Retirement Enhancement”) was signed into law in the final days of 2019.  It includes significant changes to retirement savings and will affect many individuals, most notably those in or nearing retirement, new parents, small business owners and employees and could also have a major impact on estate […]

Each quarter, we will share three things that we are keeping Top of Mind Here’s our latest list: 1.) Time to shop for Medicare – Open enrollment for Medicare starts October 15th and runs thru December 7th. It is an excellent time to review your coverage and explore making changes if your current insurance no longer […]