Chatter abounds in the world of finance law since the Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 became law on December 29, 2022. Built upon the work that was started in the original SECURE Act of 2019, the sequel creates further enhancements that impact how individuals and families may prepare for the lives they envision in retirement, as well as how they navigate that dream once it is achieved.

Among the enhancements introduced in the bill are additional benefits for those retirees who are engaged in giving back to their communities through charitable gifts. Here are some new considerations that may help you increase the impact of your charitable donations.

Every nonprofit organization knows that having more available resources equates to having a greater community impact. Thriving organizations usually empower a finance committee to act as their fiduciary and invest their excess funds. What's the best tool to help them achieve their goals? Learn how a strong Investment Policy Statement (IPS) will prepare your nonprofit for investment success.

The term “endowment” is often used loosely and in reference to an organization's investable assets. However, there are distinct differences among endowments depending on their purpose and use. Learn more.

Protecting your home and auto assets is an important piece to your LifePlan. But finding the right Homeowners and Auto insurance can seem overwhelming. Do you just go with what's easiest and choose someone you know? One way people navigate this complexity is by talking with an independent insurance agent. Independent agents are licensed to sell insurance products from multiple companies instead of being direct employees of just one company. Learn more.

With the new year comes reflection on what we achieved in the prior year. Did we fall short? Or did we succeed and want to continue our momentum?

If your New Year resolution involves relieving "money stress" by creating a financial plan in partnership with a professional advisor, you're not alone. Learn how to get started, and let 2023 be the year you begin your journey toward financial autonomy.

The importance of reviewing all beneficiary designations is best told by actual stories of beneficiary designations gone bad. We asked those who handle corporate retirement plans, and particularly the processing of beneficiary claims, about beneficiary designations gone bad. Here's what they shared about bad situations left behind for unsuspecting heirs to navigate.