Blog

Monday, February 27, 2023

In the final days of 2022, Congress passed a new set of retirement rules designed to facilitate contributions to retirement plans and access to those funds earmarked for retirement. The law is called SECURE 2.0, and it is a...

Tuesday, January 10, 2023

Bidding farewell to 2022 is less about being glad it is over or behind us and more about being thankful for the year, and all the years, we have had in this business and those yet to come. Yes, it was a struggle for our firm and our...