secure act

SECURE Act: It’s time to review your stretch IRAs and Retirement Benefit Trusts

January oftentimes brings something new and perhaps unexpected to you and someone you may know. From a new gym membership to a new start with an employer, there’s always “something new” with each new year.  As expected, the first month of 2020 already promises to bring changes.… Read more

long term care insurance

What is long-term care insurance and when should it be purchased?

Are you familiar with long-term care insurance? More importantly, did you know you should look into purchasing such insurance sooner rather than later? Federal studies suggest nearly one in seven of the aging American population will need long-term care services throughout a five-year period, later in life.… Read more