Thoughts

The following articles are for educational purposes only. Periodically, I will share my thoughts on market developments.

July 3, 2023

SECURE Act 2.0: An Overview

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

June 1, 2023

8 Step Summer Financial Checkup

If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this time to check in with your family’s finances.

April 24, 2023