Greg Lessard, CFP®, CRPC®Feb 21, 20208 minHow The SECURE Act Affects Financial Planning The new SECURE Act of December 2019 affects a majority of our clients. Click to read if you might feel the impact as well.
Andrew KrollMay 1, 20196 minEstate Planning- Can't You Just Do It Yourself Online?These days, we’re all busy, with a long list of unfinished tasks and not enough hours in each day to get them done. For many people, one...
