Blog

Herman Freitag, CFP®Feb 24, 2023 9:38:36 AM5 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 ...

Andrew KobylskiNov 7, 2022 1:06:12 PM4 min read

Common Mistakes Surrounding Qualified Charitable Distributions

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