We are all on information overload these days, so I am trying to only share information with you that is pertinent and that directly impacts your situation.

“A pessimist sees the difficulty in every opportunity; an optimist sees the opportunity in every difficulty.” Winston Churchill

As 2019 came to a close, the President signed into law a sweeping series of changes that will affect how we save for retirement as well as the distribution of IRA proceeds. The new law is officially entitled the Setting Every Community Up for Retirement Enhancement Act, but it is more commonly known as the SECURE Act. This new law includes both welcome changes as well as some controversial elements. As I said, the changes brought about by the SECURE Act were sweeping, I am only going to highlight those changes that im

Some retirees have paid hundreds, sometimes thousands, of dollars unnecessarily to the IRS in the past year because they didn’t know the tax exclusion I am about to introduce to you.

An old friend of mine works for a technology company in Utah. The company was recently acquired, and he will receive $1,000,000 from the company’s Restricted Stock Unit Plan.