COVID-19 caused an economic shockwave that we’ll feel for a long time. Nonprofits, from large global networks to the local churches, have been hit hard, too. In a recent survey of 110 nonprofits, 80% of them said revenue had fallen across the board.
One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles – trustee, personal representative, executor and agent.
By Michael Gold, CFP®, MBA, Founder & CEO, Wealth Advisor Have you ever worried that your money might not last as long as you do in retirement? If so, you’re not alone. That is the biggest concern for 49% of Americans regarding retirement. With increased longevity and fewer companies …
By the very name, the SECURE Act – or Setting Every Community Up for Retirement Enhancement Act – is designed to enhance retirement savings. There are several provisions in the new law to help accomplish this goal.