The Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act builds on the previously passed SECURE Act of 2019 and contains 92 new provisions promoting retirement savings, offering more retirement account flexibility and incentivizes businesses as it relates to offering retirement plans.

Congress has brought Benjamin Franklin’s quote front and center once again—Uncle Sam is now asking for visibility into your digital payment platform, such as Venmo or PayPal accounts.

As we approach the holidays, it is a time for giving. The month of December has been named ‘National Giving Month’. Under the new tax law enacted in 2018, your charitable contributions may no longer be helping lower your taxes. By using a Donor Advised Fund, however, you may once again be able to get a tax benefit for your donations.

November is the biggest month for benefits elections. While it’s easy to simply gloss over the choices your company offers, we encourage you take a deeper look. You might just save thousands in insurance premiums, be able to lower your tax bill or better protect yourself or your family. Below are our suggestions for the most valuable or often overlooked components in electing your benefits this year.

I’m going to let you in on a secret in the money management world. Most advisors’ income is solely dependent on the dollars inside the investment accounts under their watch, which means they are laser focused on growing their ‘assets under management’

As we approach the Monsanto-Bayer merger, it’s important to understand what you have and what you can expect to happen with your stock, options and Restricted Stock. Without a finance degree, it can be difficult to decipher your holdings. You might be embarrassed to admit you don’t understand what you have. Trust me, you aren’t the only one. Let’s unpack what you have and things you should think about as the merger approaches.

Switching to a high deductible health insurance plan can save you significant dollars in monthly premiums, but is the higher potential out of pocket worth the monthly savings?