The SECURE Act: How It Will Affect You and the Beneficiaries of Your Retirement Accounts
On January 1, 2020, the SECURE Act (Setting Every Community Up for Retirement Enhancement) went into effect. The bill is the most significant reform to retirement legislation in decades and dramatically changes how your IRA and retirement benefits are treated post-death.
The most immediate impact of the bill will be felt by those nearing or in retirement. For most people, a retirement account...
The Right Questions to Ask When Choosing an Assisted Living Facility
You or your loved one may be at a point in life where you’re considering moving into an assisted living facility. This choice requires a significant investment, so it’s important to pick one that’s ideal for you.
To help you make that choice, we’ve included the right questions to ask when choosing an assisted living facility below.
#1. Does it meet my needs?
Think about what you or your loved...
What to Do When a Loved One Dies
Recently lost a loved one? Please know that you’re not alone. We’re here to help you through this difficult time and guide you on the next steps to take.
We also encourage you to reach out and ask for help from family and friends in making arrangements for what comes next. This network of support is often more than happy to prepare food, look after children, help with arrangements, or simply...