Things Most Advisors Don’t Tell you #5

Recently, we decided to share some non-financial lessons we’ve learned in a series of articles called, “Things Most Advisors Don’t Tell You.”  There are many habits and behaviors that, while not directly related to finance, can spell the difference between reaching your goals or not.  But in our experience, people rarely hear about these things …
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How to Protect Your Finances from Phishing

Imagine this scenario.  You get an email that appears to be from your bank.  You open it and read a message riddled with misspelled words that direct you to “click the link below.”  You click on the link and are taken to a page that looks almost exactly like the website you’re used to visiting. …
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Things Most Advisors Don’t Tell You #4

Recently, we decided to share some non-financial lessons we’ve learned in a series of articles called, “Things Most Advisors Don’t Tell You.”  There are many habits and behaviors that, while not directly related to finance, can spell the difference between reaching your goals or not.  But in our experience, people rarely hear about these things …
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in: Minich MacGregor Missive, News · tagged: , ,

SECURE Act… Preview

Earlier this year, the House of Representatives passed a new bill called the Setting Every Community Up for Retirement Enhancement Act, aka the SECURE Act.  (Acronyms are kind of a thing in Congress.)  As the name implies, the bill has important ramifications for people’s retirement savings.  In this article, we want to give you a …
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in: Minich MacGregor Missive, News