How the SECURE Act Affects Your Retirement

How the SECURE Act Affects Your Retirement

On December 20, 2019, the Setting Every Community Up for Retirement Enhancement Act (The SECURE Act) was signed into law. The Act made several major adjustments to retirement legislation that have been in effect since January 1, 2020.  So be ready – these...
Life Changes: Marriage

Life Changes: Marriage

You’ve heard it said before: “The only constant in life is change” (Heraclitus). Fortunately, though, change doesn’t always blindside us – some changes are anticipated and planned for. Marriage is one such change. If you are newly engaged it would be wise to set...
How to Avoid the Kiddie Tax after Tax Reform

How to Avoid the Kiddie Tax after Tax Reform

If your family has trouble with the kiddie tax, you’ll be facing some new wrinkles for tax years 2018 through 2025 thanks to the Tax Cuts and Jobs Act (TCJA) tax reform. For 2018–2025, the TCJA tax reform changes the kiddie tax rules to tax a portion of an affected...