SECURE Act 2.0: Catch Up Contributions
https://vimeo.com/829117826?share=copy This is our fifth vlog about the changes to retirement plans under the SECURE Act 2.0 which became law in December 2022. You can find all of the other…
Debt Ceiling Update: 5/25/23
https://vimeo.com/830597464?share=copy Hello from Louisville, KY at the Advisor Group’s NXT Conference. Jeremiah Thompson and I have been here at this amazing three-day conference focusing on the future of the financial…
Living Paycheck to Paycheck: Let’s Look at It Differently
https://vimeo.com/813277054 It’s not uncommon for people to say, “I live paycheck to paycheck” and naturally assume this means they are struggling to make ends meet. While this may be the…
A Quick Tip: “types of accounts” versus “types of investments”
https://vimeo.com/804634561 We want to share a quick tip about “types of accounts” and “types of investments”. People often get confused by account types and investment types. Stocks, mutual funds, IRAs,…
