by lindapowell | Oct 9, 2020 | Articles, In The News
Six areas of personal finance to review When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it’s an excellent...
by lindapowell | Jun 17, 2020 | Articles, In The News
This vital investment account question should be answered sooner rather than later Investment firms have a new client service requirement. They must now ask you if you would like to provide the name and information of a trusted contact.1 You do not have to supply...
by lindapowell | Jan 6, 2020 | Articles, In The News
Long-established retirement account rules change The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear to amount to a...
by lindapowell | Jul 10, 2019 | Articles, In The News
If you follow national news, you may have heard of the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Although the SECURE Act has yet to clear the Senate, it saw broad, bipartisan support in the House of Representatives. This legislation could...
