Tag: Inheritance
February 06, 2020
By Ben S. Lies, MBA, RSSA
The SECURE Act: What does it mean for me?
On December 20th 2019 the SECURE Act was passed into law. It has been a little over a month since this legislation was passed and most of the details are now out in the open and generally understood. In this analysis we will break down what we believe is the most important parts of the […]
Read more
Free Portfolio Analysis
Is your portfolio going to accomplish your goals? Can improvements be made to get you to retirement faster? Fill out this short questionnaire and we would be happy to help. Free of charge, of course!