BUSINESS SUCCESSION PLANNING

BRIDGING THE GAP BUSINESS SUCCESSION PLANNING The past few weeks have caused a lot of people to slow down and reflect on their life, their family, their health and in some cases, their businesses. If you are a business owner, you may be asking yourself “what will...

How the Secure Act Affects Financial Planning for Those Under 50

BRIDGING THE GAP How the Secure Act Affects Financial Planning for Those Under 50 The Setting Every Community Up for Retirement (SECURE) Act was signed into law by President Trump on December 20, 2019 and brought many changes for those in all stages of life, as well...