Recession-Proofing Strategies Based on Age Presented by Marc Aarons   There’s been a lot of talk recently about a recession. Given the uptick in chatter, I thought I would reach out with a game plan of sorts for recession-proofing assets based on age. Feel free to share this with others in your network who may […]

SECURE Act 2.0: An Overview Provided by Marc Aarons In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement. The law is called SECURE 2.0, and it’s a follow-up to the Setting Every Community […]