Wealth Management, Finance & Investing Blog

At the end of December, Congress passed the SECURE Act 2.0 as part of the omnibus spending bill. The Act does not result in any substantial planning changes the way the original 2019 SECURE Act did (which eliminated lifetime stretch IRAs, to our collective dismay), but it does make nearly 100 smaller changes to the tax code. These changes revolve around retirement plans and expand the use and flexibility of Roth assets ("after-tax" retirement dollars), expand the conditions under which retireme

Relationships are many things, and one of those things is a financial partnership. But what happens if one part of that partnership chooses to relinquish all decisions to the other? Due to lack of interest or lack of confidence, it is common for one partner/spouse to manage the financial decisions. However, this can be both problematic and risky for the non-financial partner. The best financial planning processes engage both members of a relationship. It’s critical to find ways to both educate