News & Articles


Estate Planning Update: How the Secure Act Affects IRA Beneficiaries

August 13, 2020 | Categories: Estates & Trusts

Learn how the SECURE Act changes the rules for IRA beneficiaries and the options available to help mitigate the tax burden.

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5 Inspirational Authors to Enjoy This Summer

July 13, 2020 | Categories: General Interests

If you’re craving an inspirational read that will bring joy to your life, consider these 5 books—all written by amazing women.

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Is Now the Time to Buy or Refinance?

June 17, 2020 | Categories: General Interests

With interest rates at historic lows, review these pros and cons to decide whether it’s a good time to buy a home or refinance.

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