It’s interesting to think about what an impact Julius Caesar had on the calendar and from that, our lives. I remember when I started at Smith Partners Wealth Management (then Jonathan Smith & Co.) in 2005. The great Legg Mason Value Trust mutual fund manager Bill Miller was in the middle of his 15th consecutive…
President Trump signed The SECURE Act of 2019 (Setting Every Community Up for Retirement Enhancement of 2019), into law on December 20, 2019. While it has a far-reaching scope (see the chart below from Michael Kitces’ in-depth summary,) in this post, I’ll focus on a few provisions likely to affect most workers, retirees, and 401k…
If you’re not already there, it’ll happen to you soon. You’ll need to have a Family Money Talk. Maybe you’re in your 20s asking your parents how much they could pay for a wedding. Or you could be in your 40s talking to your kids about their college choices. Our most frequent case, the one…
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