FINANCIAL PLANNING • WEALTH MANAGEMENT • ESTATE PLANNING
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The SECURE Act of 2019 dramatically changed the rules governing how IRA and retirement plan assets are distributed to beneficiaries.
Credit cards are being used more than ever. This article offers suggestions for choosing and using a credit card.
Although 64% of Americans think having a will is important, only 32% have one. This article looks at reasons people don’t have a will and why they need one regardless of the reason.
While traditional economic models assume that people make rational decisions, most humans don’t think like robots. This article summarizes some common biases that can influence financial decisions.