Month: March 2020

Coronavirus Situation

Dear clients and friends, The last several days have been uncertain as the impact of COVID-19 continues to unfold at the local, state, national, and international levels.  We continue to monitor the situation.  We intend to follow and encourage each of you to follow the guidelines provided by the Centers for Disease Control and Prevention,… Read more »

SECURE Act – “Setting Every Community Up for Retirement Enhancement”

By: Michael D. Wilhelm On December 20, 2019, President Trump signed a fiscal year 2020 appropriations bill that included the Setting Every Community Up for Retirement Enhancement Act, better known as the “SECURE Act,” which went into effect January 1, 2020. While there are many aspects to this legislation, this article focuses on the so-called… Read more »