At the tail end of last year, a bipartisan measure known as the SECURE Act (or Setting Every Community Up for Retirement), was signed into law by President Donald Trump to help address the nation’s retirement savings crisis. Here’s a closer look at some of the most important elements of the SECURE Act, those most likely to directly impact your retirement savings efforts.
“Trust is number one when it comes to privacy,” said Eric Braund, founder and chief financial officer of Black Walnut Wealth Management in Traverse City. “Clients want to make sure you’re going to take care of them and not talk about their finances somewhere else.”
While it doesn't replace good money management, minimalism can be a step toward improving your finances.
The holidays are quickly approaching! Consider these alternatives that allow you to help those in need while avoiding excessive taxes.
On September 7, 2017, Equifax, one of the three main credit reporting agencies, announced a massive data security breach that exposed vital personal identification data
There are five estate planning documents you may need, regardless of your age, health, or wealth: