News & Resources: Blog

Introducing SECURE 2.0 in 2023

The first significant retirement legislation changes since 2006 was the Setting Every Community Up for Retirement Enhancement Act (SECURE). The impact of the SECURE Act on some retirees, near-retirees, and their future beneficiaries may significantly affect you, and it’s imperative to schedule a review of your retirement accounts and estate planning documents. Changes in the […]

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Benefits Planning for Veterans

The US Veterans who are preparing to retire have access to a variety of benefits programs, both short-term and long-term, for financial support and care. Programs include but are not limited to: Veterans’ Health Care and Veterans’ Pensions Survivor’s Death Pension Housebound Pension Aid and Attendance Pension Disability compensation Burial benefits And more Which Program […]

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