New Year – New Retirement Rules

Congress recently passed the SECURE Act, a legislative overhaul that impacts virtually anyone who has saved or is saving for retirement in IRAs and 401(k)s. The acronym, “SECURE,” stands for Setting Every Community Up for Retirement Enhancement.” “Secure” is a word...

Tax Time

I know you are organizing your incoming mail into piles this time of year for bills-to-be-paid and a folder for your 2018 Tax forms.  Unless, that is, you elect to receive your tax forms via electronic delivery.  If you are an electronic delivery client, please be...