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Case Studies

How the Retirement Secure Act Impacts You

How the Retirement Secure Act Impacts You

Financial Advisor Tim Hayes AIF®, CRPS®, AWMA®, CFS®, APMA® Congress recently passed, and President Trump signed, the SECURE Act. Among other things, it pushes back from age 70 1/2 to age 72 the age when someone is required to start taking their minimum distribution...

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Independent Investment Consultant

Independent Investment Consultant

Whether you’re looking to change jobs, shifting gears into retirement, or already participating in an investment plan at work (401(k), 403(b), etc.), you owe it to yourself and your family to make sure you’re doing the right things at the right time.

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Student Loans Private and Government Sponsored

Student Loans Private and Government Sponsored

Financial Advisor Tim Hayes AIF®, CRPS®, AWMA®, CFS®, APMA®"In a perfect world, the government would allow borrowers to refinance their public and private student loans into one loan at a low rate while they continue to receive government protections and forgiveness...

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