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...
