Updated for 2024: Secure Act 2.0 – Revisiting the Impactful Changes Now and in the Future by: Ashley Madden, CFP®, CPA, CEPA The original SECURE Act (the “Setting Every Community Up for Retirement Enhancement” Act) was signed into law in December 2019. This Act...
Retirement Wealth Management Tips If you are a high net worth individual over the age of 55 and are preparing to retire, it is important that you take steps to protect your wealth. Retirement can be a challenging time, both financially and emotionally. You need to...
High Net Worth Divorce: What to Expect If you are a high-net-worth individual going through a divorce, it’s important to be aware of what to expect. Your divorce will likely include more factors that affect the outcome than people in lower tax brackets due to...
A Practical Guide for High Net Worth Asset Allocation For high-net-worth individuals, asset allocation can appear challenging. There are a broad spectrum of factors to consider, such as what kind of assets to build your portfolio on and what percentage they should...
Why is the Social Security COLA Hike so high this year? Ask Ashley Question: Why is the Social Security COLA Hike so large and what does that mean for me? Ashley L Madden, CPA, CFP® View Ashley’s Bio Every year around this time, as temperatures cool off and...
Helpful Retirement Strategies for Women It can be easy to overlook the nation’s solid economic fundamentals when the financial media splashes stories every day about an army of amateur traders, short-selling mania, and initial public offerings (IPOs) that double in...
