SECURE 2.0 Act (2022) made changes to the retirement saving and distribution landscape and built on changes made in the original SECURE Act (2019). There is
Last month, Cummins announced a change to its Employee Stock Purchase Plan (ESPP) allowing for additional savings on stock purchases from the company
Knowing when to taper off support for adult children is a difficult decision. As a parent, it is hard to watch your children struggle and sometimes fail. Our
There are several milestones on the way to becoming an adult—getting your driver’s license, turning 18, finishing college, getting your first “adult” job. Some
Leaving a legacy for the next generation is an often-stated goal. Even families with modest means want to leave something for their children. It is estimated
After over 40 years with Cummins, my husband retired on May 31st. For our family, retirement has gone from theoretical to practical. While most individuals
May is Mental Health Awareness month. This is a time to raise awareness and promote the importance of mental health. Research has shown a strong link between
There is a shift happening in the financial services industry. Historically, the driving force was product sales to meet a specific need. If you needed
Both of my parents died unexpectedly when I was in my 30s. I found my mother’s death especially painful. For me, it was an emotional as well as a financial
Yes, All That and the Kitchen Sink
Imagine: you’re sitting in an emergency room suite. Just 30 minutes before, you had cut your hand while slicing some onions
Attraction is often a mystery. In general, we seek out others who have similar values, traits and backgrounds. But according to Jenny Olson, an assistant
I’ll admit I have never been one of the “cool kids” and am always a little behind the latest trends, so I was intrigued when several of my friends were talking
