Archive for Category: Video

By: Angela Wright, CFP® Who doesn’t enjoy tying up year-end loose ends? The original SECURE Act was signed into law on December 20th, 2019. Its “sequel,” the SECURE 2.0 Act, was similarly enacted at year-end on December 29th,...

By Richard Del Monte, JD, CFP® Yes, we know that 2022 was a miserable year on almost every front, but there are some bone fide great things going on that you should be aware of!  Ready? Here goes:...

By: Leo Bojorquez, ChFC® Just like that, another year is in the books ­­­– and good riddance! Investing in 2022 was not for the faint-hearted, to be sure. We started with a continuance of the 2021 cryptocurrency mania,...