By Adam Burch, CFP®, Client Wealth Specialist The SECURE Act, signed into law in late 2019, brought a number of changes to retirement plan rules. Some of these changes were fairly minor but others, like the delaying of Required Minimum Distributions to age 72 and the...
To be honest, I have never been a big New Year’s Eve kind of guy. When I was in my early-to-mid twenties, sure, I enjoyed a good New Year’s Eve party here and there. These days, however, I am the guy who watches the packed crowds in Times Square on television and...
On many levels, 2022 is off to a bit of a bumpy start in my household, and I would imagine the story may be the same for many of you. At home, my wife, two young children and I were cooped up in isolation for nearly the entire month of January due to school closures...
Several days ago, I woke and quietly wandered through my house before the typical morning madness began. Coffee in hand, I meandered into my second floor home office and peeked out of the window to survey the weather and gauge how many layers of clothes we were going...
As the calendar year winds down and we move into December, some of us may spend time reflecting on the past year with gratitude for the things that brought us joy. After all, as citizens, community members and investors, many of us have a lot to be thankful for. Yet,...
