Just before the end of 2022, the SECURE 2.0 Act of 2022 was signed into law as part of the Consolidated Appropriations Act of 2023. One of the changes included in the Act delays the age for required minimum distributions from IRAs…

Don’t think about it, just give me your first reaction when you read, “How do you feel about money?” Feel is the important word! Do you feel scared, remorseful, angry, sad, or hurt? Or perhaps you feel elated, joyful, proud, appreciative, or giving?

This is the time of year when we are focused on giving. I put together my holiday gift list over a month ago. It is mostly the same as last year but with a few variations. Of course, my immediate family is always included plus a few “out-laws…

As you prepare to celebrate Thanksgiving, what is on your “Things for which to be Thankful” list? Maybe it is food on the table, a roof over your head, or family and friends who love and support you. Maybe it is the ability to shop in stores…