George FotiouThe SECURE Act is Here, For Better or WorseOver the past year, we have closely followed and detailed the progression of the SECURE, (Setting Every Community Up for Retirement) Act....
George FotiouHow will the SECURE Act affect your IRA?On May 23rd the House passed the SECURE Act with a strong 417-3 vote. This bill has been touted as an enhancement to current IRA rules,...
George FotiouNew Long-term Care Plans Ensure Money is Never “Thrown Away”In my experience, the least-held type of retirement asset is a long-term care policy. Most clients I meet have some combination of...
George FotiouTaking Another Look at Life InsuranceToday, more Americans are getting their life insurance through their employer rather than purchasing a policy on the individual market,...