18 - Jun 2020 Will the SECURE Act Change Your Retirement Planning? Posted by Rob Dingler, CPA, PFS We prepared this letter about a new law affecting retirement planning, called the SECURE Act, to go out in the first quarter of 2020. READ MORE
12 - Nov 2019 It’s That Time of Year: Why You Should Make Charitable Gifts Through a Donor Advised Fund Posted by Rob Dingler, CPA, PFS You don’t have to visit your local retail store to see that the holiday season is coming. You’ve probably already begun getting both online READ MORE