Stay informed about your
financial health

Stay informed about your financial health

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Key Provisions of the SECURE Act 2.0

Key Provisions of the SECURE Act 2.0

We are one year into SECURE Act 2.0 (Act or 2.0), passed at the end of December 2022, and the opportunities and confusion continues. With more than 90 provisions that are being phased in over the next 10 years, It’s important to review the newly effective provisions...

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Peering into 2024

Peering into 2024

What are we expecting from the markets in 2024? Let’s take a look. Expect surprises. No one can accurately see into the future. As we saw in 2023, expect the unexpected. We believe that having a diversified portfolio is the best way to protect yourself against market...

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Jerrí Hewett Miller CFP®, RICP, BFA

 

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