wealth protection

5 Key Changes for Retirement Savers with Passage of the SECURE Act 2.0


By Alex Albert, CFP® Highlights Bi-partisan legislation passed in December 2022 changes retirement account rules The changes were designed to increase retirement savings From RMDs to student debt, the new law has something for everyone Estimated read time: 3 mins On December 23, 2022, President Biden signed into law a $1.7 trillion budget bill that [...]

Finding Yield for Short-Term Investments


By Alex Albert, CFP® Highlights Interest for high-yield savings accounts and CDs are on the rise Bonds and treasuries are worth close consideration Estimated read time: 3 mins The Federal Reserve is fighting tirelessly to control inflation by aggressively raising the Fed Funds (short term) interest rate, and letting longer-term rates rise as it [...]

Protecting Hard-earned Assets


Estimated read time: 2 mins When we give thought to our personal wealth, we naturally think about how to spend and grow our money, but neglect protecting our assets from lawsuits, creditors and, in certain situations, our own family members. Doctors, corporate executives, and those in other litigation-prone professions are not the only ones [...]

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