Do You Know Your Why?

Do You Know Your Why?

Do your parents reminisce about the days you would come to them and brightly tell them about how you wanted nothing more than to become a CPA? Did your kindergarten teacher cheerfully encourage you to pursue business classes and economics as you continued on in your...

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What does the SECURE Act Mean for You?

What does the SECURE Act Mean for You?

On December 19, 2019 the Senate passed the “Setting Every Community Up for Retirement Enhancement” Act (SECURE). On December 20th it was signed into law by President Trump. The SECURE Act significantly modifies many requirements for employer-provided retirement plans,...

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