Golden nest egg concept for retirement savings

Looking to a SECURE 2020: You, Your Retirement and the SECURE Act

You may have missed the news – buried in a much bigger spending bill and passed in the thick of the holiday season—but after months of nearly bringing it to the finish line, it’s now official: on Friday, December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law. The SECURE […]

Wooden judge gavel and golden rings, divorce concept

The Divorce Process

The divorce process is commonly a long-drawn-out excursion filled with fear, contention, and emotion.  In this article, I will lay out the basic steps of a divorce.  I will go through a logical sequence and you should recognize that it is not always in this order.  Many of these concepts are similar in all states, but divorce[…..]

best idea concept with crumpled colorful paper and light bulb on wooden table

Six Financial Best Practices for 2020

What a year it’s been. Remember December 2018? As The New York Times reported at the time, “Stocks plunged in December [2018], posting their worst monthly loss since the financial crisis and the worst December since 1931 and the Great Depression.” It’s amazing how quickly memories fade and markets move on. Around this time last year, we[…..]

2020 goals notepad

Setting Goals for the New Year

With the New Year (and new decade!) approaching, you may be thinking about resolutions for 2020. Beginning a new year can be an exciting and hopeful time and is the perfect moment to reflect and formulate new goals. These goals can range from changing bad habits to learning new skills, from refining existing skills to improving relationships[…..]

franklin erase

Common Estate Planning Pitfalls

Estate planning is complicated.  In many cases, people simply sign a stack of documents at their attorney’s office and think the job is done. The result? A lot of mistakes, a lot of people falling into estate planning pitfalls.  Here are a few that you should try to avoid.   1) Naming the wrong executor or successor[…..]