SECURE 2.0 is designed to make retirement savings easier and the process less cumbersome. On December 29, 2022, the Consolidated Appropriations Act of 2023 was signed into law.
Resources
As always, we appreciate the opportunity to discuss your financial needs with you. However, there may be times when you want to research a topic at your own pace. Our online resource library contains case studies, educational videos, and news and information to help you improve your financial well-being. If you don’t find what you are looking for, please feel free to contact us.
All In Charity Poker 2022
The spirit of giving shone brightly at the B&E All-In Charity poker event on the evening of November 11, 2022. The friendly competition raised more than $8,000. Every year, B&E matches dollar for dollar all donations made by players to Fidelity Charity.
Congratulations, Ryan!
Thank you for joining us at our Sip and Socialize Celebration to honor B&E’s newest partner and vice president, Ryan Michaelis. With over a decade of experience, Ryan is proud to serve people of all ages and backgrounds. Ryan’s expertise and vision for the future make him the perfect partner for us, and for you.
Market Trends and Your Portfolio
If you’re wondering whether you should adjust your portfolio due to recent stock market events, know that you’re not alone.
Skip-A-Day 2022
Thank you to the golfers, diners and sponsors who helped make this year’s outing so successful. We’re proud to share that Skip-A-Day 38 boasted our best turnout of golfers ever.
The Benefits of Generational Meetings
Background: Proper Estate Planning includes not just the Wills and important legal documents; it also involves ensuring assets are properly titled and beneficiaries are designated. These are things that simply cannot be done postmortem. Many people take the time to complete these important tasks, but few have open conversations with their families about such matters.
All In Charity Poker
On December 2nd, B&E hosted an online charity poker and happy hour event. Players raised $2,400 which B&E matched dollar for dollar. Find out who won!
SIMPLE Gets Easier!
Background: Technically, there are eight different styles of retirement plans that could be established for small businesses. Each type has separate rules, regulations, and requirements. Based on the employer’s goals, they can have employer contributions as little as $0 or as high as over 25% of total payroll. We can often combine types of plans to get even higher employer contributions, if desired.
