Special Bulletin: Newly Passed SECURE Act May Impact You

On December 20, 2019, the SECURE Act (Setting Every Community Up for Retirement Enhancement) was signed into law, bringing with it significant changes to the retirement planning landscape.  We believe some of the changes are positive, and some are not.  If you have a qualified retirement account (and most of …

College Funding

For many parents, a college education is an important part of a child’s journey into adulthood.  Funding this part of the journey often presents a challenge, though – and potentially long-lasting financial consequences to both the parents and the child.  As we enter back-to-school season, I offer these top 3 …

Setting A Course

In this age of acronyms, one of the best I’ve heard is QTL.  Quality Time Left.  A friend of mine who was recently celebrating the 29th anniversary of his 31st birthday (my backhanded way of saying he turned 60) introduced me to the concept of QTL.  During this summer season, …

Scam Artists

I have seen some really convincing scam emails lately.  I mean the type that get me wondering, “should I click on this button?”  Don’t I know better?  It makes me wonder how many people fall prey to these frauds.  CNBC reported earlier this year that “The most popular type of …

Myth-busting Indexing

I was recently listening to the podcast “Secrets of Wealthy Women,” hosted by the Wall Street Journal. One of the wealthy ladies being interviewed, a successful business owner, made a comment which stopped me cold. When asked about her investing philosophy, she replied nonchalantly, “Oh I don’t like risk, so I just …