After much political wrangling, the long-awaited Secure Act 2.0 passed Congress and was signed by President Biden on December 23rd. The Act...READ MORE
The RMD clock is ticking
by Elizabeth Sydzyik | Nov 10, 2022 | P&A Articles, Retirement
Attention shoppers…there’s only 44 days left until Christmas. Yikes! This means we are nearing year-end and our to-do lists are growing by...READ MORE
IRA monies – Pay the tax now or later?
by Audrey Mines | Sep 23, 2022 | Financial Planning, P&A Articles
Have you wondered if converting IRA monies to a Roth IRA makes sense for you? We’ll help you understand five situations where a Roth IRA...READ MORE
5 ways to gift to your children
by Trey Pittenger | Mar 29, 2021 | Charitable Giving, Financial Planning, P&A Articles
“The love you express to your children is infinitely more valuable than any possession you could give them. You can educate them in prestigious...READ MORE
Should I consolidate?
by Elizabeth Sydzyik | Mar 9, 2021 | Investment Management, P&A Articles
In today’s world where everything seems to be done online, wouldn’t it be nice to reduce the number of logins you have to keep track of? ...READ MORE