SECURE Act (part 3)

  A SECURE Act provision will make it easier and less expensive for small business owners to set up retirement plans for employees. The new rule will let more small…

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Secure Act (part 1)

President Trump signed the SECURE Act the end of 2019 as part of the government’s spending bill and it will inevitably affect most retirement savers, for better or worse. The…

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Identity Theft (part 2)

You might not realize all the ways someone can steal your identity, like Employment and Tax-Related Fraud, Credit Card Fraud, Phone and Utilities Fraud, Bank Fraud, Loan and Lease Fraud,…

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Identity Theft (part 1)

This topic has been on our minds for a while, but we had to do something after learning what happened to John. It was… The Most Upsetting, Emotional, and Time-Consuming…

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