It Isn’t Black or White
This isn’t a question of putting money before life. This is a question of loosing everything we have spent years building instead of compromising.
Beth Blecker's New Vlog-Beneficiary Designations
What to never set and forget!
Beth Blecker's New Vlog - Do You Have Your Estate Planning Documents?
In uncertain times like these, it is very important to know what documents you have and let your family know how to access them if needed.
Beth Blecker's Vlog (Video Blog) - Payroll Protection Program
Is the Payroll Protection Program right for you or someone you care about? Listen and find out!
A New 6 Year Rule?
Do you know anyone who passed away from 2015 – 2019 and left their IRA to non-designated beneficiaries? If so, those beneficiaries were subject to the 5 year rule.
Beth Blecker's Vlog (Video Blog) - Cares Act
CARES Act to be Signed into Law - RMDs Waived for 2020; 10% Early Distribution Penalty Waived Up to Certain Amounts; Plan Loan Rules Relaxed.