by Jim Schwartz, CFP®, RICP® | Jan 12, 2020 | Financial Planning, Investments & Assets, Taxes & Tax Planning
The SECURE Act and its Impact on Widows and Widowers, Part I Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law December 20, 2019 by President Trump. The SECURE Act (“Act”) affects many and includes numerous provisions. In this...
by Jim Schwartz, CFP®, RICP® | Jan 5, 2020 | Wealth Reminders™
Widowed Community Wealth Reminders™, January 2020 Your wealth consists of what you own and owe, such as vehicles, homes, investment portfolio and mortgage. Legal issues, taxes, healthcare decisions and even the way you use your computer, tablet and smartphone can...
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