Blogs

New Savings Limits for 2020

As you turn the page to 2020, it is important to be mindful of changes to various savings limits set by the IRS and state tax authorities.

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The SECURE Act: What Does it Mean to You?

If you were busy shopping for that last-second Christmas present or just enjoying an egg nog with family, you may have missed that Congress recently passed an interesting bit of legislation. On December 19th, the Setting Every Community Up for Retirement Enhancement (SECURE) Act – you can't make that up – was attached to a year-end appropriations bill keeping the government open for business, signed into law by President Trump effective January 1, 2020.

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Getting Involved With Charity as a Working Executive

The seventh episode of Taking Stock with Lisa Brown is Getting Involved With Charity as a Working Executive.

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Three Essential Money Tips for Executives

The sixth episode of Taking Stock with Lisa Brown is Three Essential Money Tips for Executives.

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My Smartest and Dumbest Money Decisions from 22 to 42

The fifth episode of Taking Stock with Lisa Brown is My Smartest and Dumbest Money Decisions from 22 to 42.

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Investing in Pot Stocks?

The fourth episode of Taking Stock with Lisa Brown is Investing in Pot Stocks?

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Retiring Wellness

Eposode 4 of Retiring Well with Charlie Jordan is Retiring Wellness

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Afraid to Spend in Retirement? You're Not Alone

Eposode 3 of Retiring Well with Charlie Jordan is Afraid to Spend in Retirement? You're Not Alone

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Facing Common Retirement Fears

Eposode 2 of Retiring Well with Charlie Jordan is Facing Common Retirement Fears

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Buying Your Dream Retirement Home

The third episode of Taking Stock with Lisa Brown is Buying Your Dream Home?

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