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Financial Intelligence

The SECURE Act: How might it impact you?

Late last year, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) was signed into law as part of the budget reconciliation process. This new Act has nearly 30 new provisions in it. This article simplifies many of the concepts to help you think of questions to ask your attorney, accountant, and/or advisor.

Recent Articles

The SECURE Act: How might it impact you?
01/21/2020

Late last year, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) was signed into law as part of the budget reconciliation process. This new Act has nearly 30 new provisions in it. This article simplifies many of the concepts to help you think of questions to ask your attorney, accountant, and/or advisor.

Experts Warn about Abbreviating 2020
01/17/2020

With the New Year, many of us make resolutions to improve our habits: eating, fitness, and spending are some of the most common topics. We’d like to offer one more habit to help ensure you have a successful 2020: change the way you sign the date for any document.

Pharmacy to Finance: We all have a "why" - What is yours?
01/15/2020

When I went to college, I was certain I wanted to study pharmacy. Today, I’m a financial planner. I’m often asked: “Why such a radical career shift?” It all had to do with my “why.”

Tips to Help You Feel Safe about Online Banking
12/20/2019

At Baker Boyer, protecting your financial information is one of our highest priorities. In addition to continually improving our processes and technology to ensure your Debit Card transactions are secure, we’d also like to share some steps you can take today to help improve your financial security online.