The Secure Act


The Secure Act is short for “Setting Every Community Up for Retirement Enhancement” and was signed by President Trump on December 20, 2019.  It became effective on January 1, 2020.  This act changes some of the rules for retirement planning, college planning, and student loan repayment. Due to the increase of student debt concerns, more [...]

The Secure Act2020-01-31T10:05:00-05:00

Using A College Financial Planner


With the increased cost and complexity of the college-funding decision, more families are hiring a financial advisor to help with college planning.  Getting advice for your child’s college decision may be a good idea as more Americans are burdened by student loan debt.   According to the Federal Reserve, as of July 2019, Americans owe $1.59 [...]

Using A College Financial Planner2020-02-18T11:26:30-05:00