As you may be aware of, Congress passed the new SECURE Act on December 19th, 2019. This sweeping bill offers several adjustments to our current laws surrounding saving and preparing for retirement. The SECURE Act is poised to adjust the age...
The ultra-high net worth investors have had the benefit of coordinated financial planning for years; however, the middle class and middle-class millionaires who need holistic planning the most, unfortunately, have not benefited from this same level of service.
As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.