As you turn the page to 2020, it is important to be mindful of changes to various savings limits set by the IRS and state tax authorities.
Check out what Brightworth advisors and planners have to say about wisely managing your financial future.
If you were busy shopping for that last-second Christmas present or just enjoying an egg nog with family, you may have missed that Congress recently passed an interesting bit of legislation. On December 19th, the Setting Every Community Up for Retirement Enhancement (SECURE) Act – you can't make that up – was attached to a year-end appropriations bill keeping the government open for business, signed into law by President Trump effective January 1, 2020.
Eposode 3 of Retiring Well with Charlie Jordan is Afraid to Spend in Retirement? You're Not Alone
The third episode of Taking Stock with Lisa Brown is Buying Your Dream Home?