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Joseph Myer | Oct 17, 2023

The Impact of SECURE 2.0 in 2024 and Beyond

Secure 2.0
Impact
2024 and Beyond

SECURE 2.0: Changes Going Into Effect in 2024

Passed in 2019, the SECURE Act was the most substantial retirement legislation in over a decade. It contained

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Joseph Myer | Oct 3, 2023

A Year-End Financial Checklist

year end
financial checklist

Time to Think About Year-End Financial Strategies

As we roll into fall and the fourth quarter, now is a good time to pause and reflect on proactive ways to set

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Joseph Myer | Sep 26, 2023

AI's Role in Shaping Our Tomorrow: A Look Ahead

Artificial Intelligence, future, AI,
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Joseph Myer | Sep 12, 2023

Top 10 Questions High-Net Worth Individuals Ask About Social Security

Social Security, Benefits, Medicare, Sixty five, Part A, Part B, Individual Filers, Joint filers, survivor benefits, spouse, remarriage, cost of living
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Joseph Myer | Sep 5, 2023

Understanding the “September Effect”

September, Effect, Equities
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Joseph Myer | Aug 1, 2023

Attention Parents and Grandparents of College-Bound Students: FAFSA Gets an Overhaul

Parents
Grandparents
College Bound Students
High School Students
FAFSA

Changes are coming to the complicated form that students must submit to qualify for college financial aid, known as the Free Application for Federal Student Aid

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