Congress has signaled that new legislation primarily affecting retirement assets is likely to pass and become law this year. We won’t know the full impact until the ink is dry on the bill, but in the meantime, here are some potential impacts to consider. Delayed Required Minimum Distribution. Many of you may be familiar with …
Archives for July 2019
How to Talk to your Kids About Money: Webinar Recap
Our July webinar focused on how to talk to your kids about money. The presentation covered topics including money by stages, learn to earn, making saving and investing fun, and net worth doesn’t define personal worth. Melissa Joy CFP® founder of Pearl Planning presented this 15- minute informative webinar. If you missed our webinar, no …
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US Women’s World Cup: Investing and Life Lessons
Today, the US Women’s soccer team celebrated an unprecedented back-to-back championship and their fourth world championship overall. This team captured the attention of our nation and the hearts of many. Their determination and bravado will be long remembered, and I think there are some investing, financial planning and life lessons that go hand in hand …