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Posts Tagged ‘new year’

Agreement at the Eleventh Hour: SECURE Act 2.0 Signed into Law and What it Means for Your Plan

By Rich Swanner, CPFA, QKA

On December 29, 2022, President Biden signed into law the $1.7 trillion omnibus spending bill that included the Setting Every Community Up for Retirement (SECURE) Act 2.0. The act expands on provisions enacted with SECURE Act 1.0 in 2019. Three separate bills, one passed by the U.S. House of Representatives and two approved by the…

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Crash: Avoid the Most Common Accidents by Planning for Your Takeoff and Landing

By Randy Fairfax, CFP

Data from the National Transportation Safety Board (NTSB) reveal that 76% of aviation accidents occur during takeoff or in the final approach and landing.[i] The greater number by far occur at the end of the flight, during the final approach and landing. Clearly, beginnings and endings are challenging and require sound processes to avoid unexpected…

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May 2025

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The E&F Advocate: Impact of H.R.1 OBBBA on Endowments and Foundations

June 3, 2025
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Insight Archive

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