The SECURE 2.0 Act passed right at the end of 2022. While it's not quite BC (before COVID), it's still nearly 3 years ago. Most notably, it adjusted the required minimum distribution (RMD) age for IRA … [Read More...]
DFW Best Financial Planners
We're honored to be included again in the D Magazine lists for DFW Best Financial Planners and Top Wealth Managers. Financial planning peers in the Dallas-Ft. Worth area vote for these lists, and we … [Read More...]
Financial Planners Able to Accept Reviews
We wanted to share a recent regulatory change that we're excited about. Financial planners are now permitted to receive and share online reviews! For many years, professionals like doctors and … [Read More...]