Educational Insights

Our educational insights cover a variety of topics to help you better address your financial needs and implement your financial plan, with strategies and solutions that may help you meet your financial goals.

  • 10 Key Changes to the SECURE 2.0 Act

    Edward F. Smith III April 22, 2024

    Saving for retirement is getting easier in 2024 thanks to SECURE 2.0. Here, we outline highlights of the bill that previously took effect and an array of new benefits you should know about moving forward.

  • Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan?

    Edward F. Smith III May 2, 2023

    SECURE Act 2.0 is designed not only to make it easier for employers to adopt and administer retirement plans, but also to help individuals save for retirement. There are nearly 100 provisions in this new legislation. Some of these, which are in place now or will become effective in coming years, are highlighted below.

  • Home Improvement Credits Under the Inflation Reduction Act

    Edward F. Smith III November 30, 2022

    If you are planning to purchase electric vehicles or make energy-efficient improvements to your house, you may save some money under the Inflation Reduction Act.


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