3 Things Young Professionals Should Remember During Volatile Markets

In times of uncertainty it’s important to remember, control what you can control. I read an article recently about the hoarding of materials that has occurred during this pandemic and the thought process behind it. It all comes down to control, or at least the illusion of it. Having hundreds of toilet paper rolls isn’t… Read More

SECURE Act – Plan Withdrawals for Birth or Adoption

The SECURE act was signed into law on December 20, 2019.  There are some key provisions that may have an impact on your retirement strategy.  Let’s focus on the provision of dealing with plan withdrawals for birth or adoption. OLD LAW – Generally, distributions from a qualified retirement plan, 403(b) plan, 457(b) plan, or IRA… Read More