COVID-19 & Our Commitment to You

Overcoming Bad News Message Sent 04.06.2020 Over the weekend, President Trump warned this might be the toughest week our country has faced so far in the fight against the coronavirus. Sadly, that will include an increase in both infections and deaths. It also highlights a central theme I wanted to discuss in this week’s note: bad news. It has been …

The SECURE Act – How it Impacts You

On January 1st of this year, most of the provisions of the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) went into effect. This act, which was passed late last year, is intended to aid workers in saving for their retirement. There are several new reforms contained in the act that will have an immediate impact on retirees, …