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How the SECURE Act Impacts Individual Retirement Savers

February 3, 2020
By Terry Dunne
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After years of proposals and counter proposals, the SECURE Act was passed in late 2019, which creates opportunities for individuals to increase retirement security.

How the SECURE Act Impacts Employers and Plan Sponsors

January 29, 2020
By Terry Dunne
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The SECURE Act is the first major retirement legislation in a decade, and creates opportunities designed to close the gaps in retirement security in the United States.

Back to School: Are You Prepared Financially?

August 27, 2019
By Millennium Trust
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Though back to school can be an exciting time, managing tuition and other expenses can be a challenge. Consider ways you can maximize your savings, including educational investment plans.

3 Things You Should Know About Tax Reform

January 19, 2018
By Terry Dunne
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During the last two weeks of the year, some Americans were able to take advantage of tax reform and minimize their April tax bills by deferring income into 2018 and accelerating itemized deductions into 2017.

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