January 2020 Monthly Recap

Posted on January 6th, 2020

The SECURE Act Signed into Law
by Anne Zavaglia, CFP®

President Trump signed the Setting Every Community Up for Retirement Enhancement Act, better known as the SECURE Act, into law December 20th. Included in the federal government’s recent spending, the SECURE Act is designed to help Americans increase and preserve their retirement savings. The provisions in the Secure Act bring a number of changes, with most going into effect January 1, 2020. Here are some of the key provisions that may impact your retirement planning. Read More

Retirement & Tax Numbers for 2020

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are a few of the key adjustments for 2020. Read More 

Hindsight is 2020
People make financial decisions all the time, and sometimes these decisions don’t pan out as intended. According to a recent survey, 76% of Americans reported having at least one financial regret. Hindsight is 20/20, of course. Looking back, would you change anything? Read More

Socially Responsible Investing

Sustainable, responsible, and impact (SRI) investing (also called socially responsible investing) has been around for a long time, but growing interest has moved it into the mainstream. SRI investments now account for about one-fourth of all professionally managed assets. Read More