The passage of the SECURE Act in 2019 and SECURE 2.0 Act in 2022 ushered in sweeping changes for taxpayers regarding retirement account distributions. These changes, including a significant modification to how certain designated beneficiaries must distribute inherited retirement accounts, are crucial for anyone possessing or inheriting a retirement account to understand.

The current residential real estate market continues to apply pressure on potential home buyers, with many feeling the constraints of high housing prices and relatively high interest rates for mortgages.  

Katherine Russell, IACCP®, shares tips to help prevent cybersecurity breaches. Technology support services are one of many offerings from Octavia Group, our family office solution for clients.

Tax policy is being proposed and revised at a furious pace in Washington. Not knowing if, when and in what form the proposals might turn into law, it may be tempting to ignore the process and wait for the final outcome.

“Where will I generate cash flow in today’s low interest rate environment?” This is a question that many retirees are now facing as they consider how to effectively manage their income in the current era of extremely low interest rates. One answer could be making a strategic decision about when to claim your Social Security benefits.

News of western wildfires are dominating the headlines. Many of us who thought we were not at risk of being evacuated from our homes now have a heightened awareness of how important it is to plan for the unexpected.

Scams are on the rise during this pandemic. Here are some reminders and resources from the Federal Trade Commission

10 Key Cyber Safety Tips

Each year, the IRS issues its annual “Dirty Dozen.” This is a list of top scams that taxpayers should be aware of, along with information on how to spot, avoid and report them.