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The Secure Act which stands for Setting Every Community Up for Retirement Enhancement became law in December. There are changes that can affect the way you make your money work for you. Here we discuss the 6 ways the Secure Act can impact your retirement plan.
In this video we will discuss three of the most common behavioral biases and how they will impair our investment decisions.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.