Big changes ahead for small business owners, part time workers, people who have 529 plans, 401ks and IRAs. The SECURE act has many changes. Some good. Some not so good. A few bullet points are: RMD… Read More
Archives for January 6, 2020
Big changes ahead for small business owners, part time workers, people who have 529 plans, 401ks and IRAs. The SECURE act has many changes. Some good. Some not so good. A few bullet points are: RMD… Read More
Our team, led by Jeremy Finger who has obtained the CERTIFIED FINANCIAL PLANNER™, Certified Investment Management Analyst (CIMA®), Certified Plan Fiduciary Advisor (CPFA) and Certified Exit Planning Advisor (CEPA) designations, has decades of combined experience helping clients achieve their financial goals.
