Welcome to post #4 in my blog post series “Behind the Scenes at P&A”. If you’re new to the series, you can read the previous three...
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Impacts of the SECURE Act & the “Stretch IRA”
The Setting Every Community Up for Retirement Enhancement (SECURE) Act became effective January 1, 2020. How does this new law affect you with...
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What to know when inheriting an IRA
In addition to dealing with the emotional aspects of losing a loved one, there are financial elements to consider as well. Inheriting an IRA...
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Five ways we helped clients in April
Besides managing investments, we help our clients plan for and go through financial transitions. There are pain points associated with these...
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