Blog

Herman Freitag, CFP® Feb 24, 2023 9:38:36 AM 5 min read

SECURE Act 2.0 for Small Business Owners and Retirees

The SECURE Act 2.0 was officially signed into law on December 29th, 2022. Within the new ...

Herman Freitag, CFP® Nov 7, 2022 2:17:58 PM 5 min read

Three Considerations For Your Cash Balance Plan With Stocks Down For The Year

Investors are experiencing the worst and most prolonged market downturn since the global ...

Andrew Kobylski Nov 7, 2022 1:06:12 PM 4 min read

Common Mistakes Surrounding Qualified Charitable Distributions

In our experience, Qualified Charitable Distributions (QCDs), which have been around ...