SECURE Act 2.0 Brings Welcome Changes to Retirement Planning

The $1.7 trillion omnibus spending bill signed into law by President Biden in December included provisions dubbed “SECURE Act 2.0.” This law’s language builds on the Setting Every Community Up for Retirement Enhancement (SECURE) Act passed in 2019. Through more than 90 provisions, SECURE Act 2.0 presents some significant, welcome changes for retirement planning. Here … Continued

Celebrating Women in Investing

Up until very recently, women were not able to invest on their own.  In fact, most financial and property matters required the signature of a husband or male relative well into the 20th century. Despite these obstacles, women have long had a keen interest in growing and securing assets for themselves, their communities and their … Continued