On December 20, 2019 President Trump signed into law a $1.4 trillion year-end spending bill to keep the government running. This mammoth spending bill included something hidden inside called the SECURE Act. It includes sweeping changes to many of the rules and planning techniques we’ve used for years. This brief paper is to introduce you to a few of the more immediate changes we’ll be addressing with our clients in the near future.

About 70% of people who reach age 65 could potentially need long-term care at some point in their lives, and it can easily cost $100,000 a year.

Retirement planning. What's the big deal? It seems like there's a new article every hour talking about an issue, concern or crisis related to retirement planning.

Does your investment portfolio look like a junk drawer?

A perfect storm of financial factors related to caregiving and careers has created a looming retirement crisis.

From inflation to health care costs and a lack of adequate savings, potential retirees have a lot of problems to tackle. But there are steps you can take, starting today.

Legacy. It's something many of you think about. But, what kind of financial legacy will you really leave your family.

Gathering up all the information you need to hammer out a solid plan for your future is tedious, but it will ease your mind. Here are eight questions to consider.