Informational Materials

Get ready and stay organized with this Personal Finance Calendar.

This newly updated and designed 2023 Tax Planning whitepaper can be a valuable resource when staying prepared for the upcoming tax season. 

In the final days of 2022, Congress passed a new set of retirement rules designed to facilitate contribution to retirement plans and access to those funds earmarked for retirement.
The law is called SECURE 2.0, and it is a follow-up to the Setting Every Community Up for Retirement Enhancement (SECURE) Act passed in 2019. The sweeping legislation has dozens of significant provisions; here are the major provisions of
the new law.