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 […]

Leaving a Legacy to Your Grandkids Now is the time to explore the possibilities.  Provided by Marc Aarons @ Money Managers, INC.   Grandparents Day provides a reminder of the bond between grandparents and grandchildren and the importance of family legacies. A family legacy can have multiple aspects. It can include much more than heirlooms […]