Updates

What do you mean I need to update my estate plan?  February 25, 2020 by Matt Syverson, CFP®

Just before the end of the year, a little thing called the Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed into law as part of the end-of-year appropriations bill. Most …

Big Changes for Growing Families  February 17, 2020 by Matt Syverson, CFP®

Just before the end of the year, a little thing called the Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed into law as part of the end-of-year appropriations bill. Most …

This new law is the biggest change to retirement accounts in a decade  February 11, 2020 by Matt Syverson, CFP®

Just before the end of 2019, a little thing called the Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed into law as part of the end-of-year appropriations bill. Most of t…

Hope for the 2020s: Why the next 10 years may be the best decade ever  January 29, 2020 by Jonathan Harrison, CFP®

If you’re feeling pessimistic about the future, you’re not alone. It’s not hard to find a reason to worry. Look at any news source, and within minutes you will notice: Political bickering an…

5 Books to Start your 2020 Out Right  January 24, 2020 by Jonathan Harrison, CFP®

If reading more is your 2020 goal, you might like some book ideas to get you started. Here are a few that I really enjoyed this past year and would recommend. I experienced most of these as audiobook…