As you may know the SECURE Act was signed into law on December 20, 2019. This landmark piece of retirement legislation could impact some decisions about retirement savings strategy. The one page summary highlights the 10 Key Provisions of the SECURE Act as well as some additional information regarding the specific provisions in the Detailed Summary but if you have any questions about this law please feel free to contact me at gclarke@uswealthmanagement.com or 781-884-2345.

By George T. Clarke, CPA/PFS, MSF January 15, 2020 - Happy New Year! What a difference a year makes. Just over a year ago the stock market was plunging and came perilously close to ending what has become the longest bull market ever recorded. In December 2018, dropping stocks were suggesting an increased risk that a recession, or market crisis, might be on the horizon. Confidence in investing fundamentals coupled with attractive stock valuations helped...

What can football teach us about personal finance? As it turns out quite a bit. With the Patriots season over sooner than it has been in 10 years – and I know few outside New England are particularly bothered by that – I’ve had a little more time on my hands to muse over the deeper lessons of football. Maybe I just needed something to keep my mind occupied instead of wondering what Tom Brady’s...