Your guide from hire to retire.
As you are aware by now, the SECURE Act 2.0 was passed in late December 2022 as part of the Consolidated Appropriations Act. It is the biggest retirement plan related legislation we have seen in years designed to accomplish four primary goals – 1) increase the availability of retirement plans […]
Can you picture your last day of work? What will you be feeling? What will you be thinking? What will be the look on your face when you leave work for the last time? My dad, John W Heavey, started as a firefighter on Sept 3, 1974 and worked hard […]
As we reflect on 2022, there were several market and economic hurdles that led to a stressful year for many of us. Some things are just out of our control. As we go into 2023, let’s focus on what we can control. When it comes to employer sponsored retirement plans, […]
A few months ago, a client who recently received a fairly unexpected sum of money asked to meet with me for counsel. He expressed that he really wanted to use it to bless his (very young) kids and asked our team for a recommendation on how to allocate the funds. […]
Did you know that when you restring a guitar, a best practice is to take it one string at a time in order to keep constant, dynamic tension on the guitar at-all-times? Guitars perform best when each string is carefully tuned, living under constant tension. And the tension is REAL! […]
July 27 was just like any other day. I got up, said goodbye to my wife and kids, enjoyed advising clients and went home to my family. We had extended family and friends over and after dinner, I went outside to get the campfire ready for making s’mores. I unloaded […]
“It’s easy to say no when there is a deeper yes burning inside.” – Stephen Covey Including my 6-year-old in re-wiring our trailer took longer than I had planned…but it was worth it. It was (kinda) easy to say NO to doing it quickly because I had the chance to […]
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