In February, 2020, the Dow Jones Industrial Average flirted with investors by nearly breaking into an all time historic high of 30,000 points.  A lot has changed with the impact of Covid-19.  In just one month we have experience an overall market decline of nearly 30%.  Yesterday, March 24, as lawmakers began to show signs…

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Retirement Planning and the SECURE Act

By Marianne Nolte, CRPC® The SECURE legislation (the acronym stands for, Setting Every Community Up for Retirement Enhancement); recently signed by President Trump, is intended to improve retirement savings for many Americans.  The following are a few of the important take-aways from the SECURE Act being signed into law.   RMD age Increase and IRA…

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qcd vs rmd san diego financial broker

Do you remember Sunday mornings when your Mom or Dad would give you a quarter which you were to put into the collection basket at Church? Technology has come a long way and now you don’t need to put your cash or check in the basket because many Churches provide online giving. You can sign…

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