Women are Making History in Finance—and Strides in Creating Wealth
March 16, 2023
March is Women’s History Month—a perfect time to take stock of the many strides and contributions women have made to the worlds of commerce and finance. Those...
The SECURE Act 2.0 and How it Affects Retirement Plans
January 19, 2023
In December 2022, President Biden signed the $1.7 trillion omnibus spending bill. Bundled into it is the SECURE Act 2.0 retirement reform package, which includes provisions...
What You Need to Know About SECURE 2.0
May 5, 2022
On March 29th, the U.S. House of Representatives passed the Securing a Strong Retirement Act of 2022 (SSRA) by a 414-5 vote. Also known as “SECURE 2.0,” the bill includes...
Hedge Against Inflation with a Self-Directed IRA
April 21, 2022
America is having an inflation moment. It’s all over the news and our pockets are hurting. While inflation is not forever, those price increases are tough for many people...
