Consolidated Appropriations Act of 2023 On December 29, 2022, President Biden signed the Consolidated Appropriations Act of 2023, an omnibus spending bill that included the long-anticipated retirement planning updates known as SECURE Act 2.0. A “sequel” to the...
The past 3 years were a good test for the prudence of your investment plan. Think back to December 2019. The economy was humming. Unemployment, interest rates, and inflation were at historically low levels. But then what happened? A global pandemic hit. The S&P...
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