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SECURE Act
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On December 20, 2019, the President signed into law the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act).  The new legislation made many changes to how you save money for your retirement, how you can use money in retirement, and how to more effectively use your state's 529 college savings plan.

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New Office Location
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Our office is officially moving to a new and larger space!  Find out where we're moving to!

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