New Retirement Rules: The Secure ACT

February 20th, 2020

The SECURE Act and the changes it brings, particularly to retirement rules. Funding your retirement is likely one of the biggest financial challenges you will encounter in your entire life. As if that weren’t enough, the government has all sorts of rules about how you can save your money, and when you can or can’t take that money out. No matter where you are in your retirement savings, current and future plans need to be reviewed and adjusted.

10 Steps To Cybersecurity

January 24th, 2020

Most people don’t realize how vulnerable they are or what they can do to maximize their security.
After watching, I guarantee you will be better prepared to protect yourself, your family, and your business from the quietly raging cyber wars targeting us all.

4 Keys to Cutting College Costs – How to Avoid Overpaying

January 3rd, 2020

What parents need to know to save on sending their child to college

PROBLEM: Families often overpay for college, take on too much debt, and hurt their savings and retirement plans because they tumbled unprepared into the late-stage college funding pressure cooker.

SOLUTION: Develop your College Funding Strategy now!