As you start to get older in life, it’s natural to worry about the legacy that you are leaving behind. First, you’ll want to determine what you want your legacy
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Below are some highlights of the recently passed CARES (Coronavirus Aid, Relief, Economic Security) Act that we feel are most applicable to our clients. Please understand that definitions, details, and
The Secure (Setting Every Community Up for Retirement Enhancement) Act was signed into law on December 20, 2019, and became effective January 1, 2020. Although the Secure Act affects every
The open enrollment period for Medicare begins October 15, running through December 7. The changes made during the period take effect on January 1 the following year. When enrolling in
the roth ira vs. the traditional ira What is the difference between a Roth IRA and a Traditional IRA? In this week’s episode of Technical Tuesdays, Kim Scott, CFP®, FSA’s Director
Employer Match is a contribution made to your retirement plan by your employer and is dependent on your contributions to your plan. In our latest episode of Technical Tuesdays,