December 2022 Newsletter

Stimulus Payments: Spending, Savings, or Both? Americans put COVID-19 stimulus funds to a variety of uses. More Details Three Stretch IRA Alternatives The SECURE Act eliminated the stretch IRA strategy, but there are alternatives. More Details A 529 Plan Can Help...

July 2022 Newsletter

Quick Recovery for Unemployment RateThe U.S. unemployment rate skyrocketed to 14.7% in April 2020 when the economy shut down in response to the pandemic. More Details Life Insurance Living BenefitsWhen thinking about life insurance, you might focus on the death...