Ballew

January 2024 Newsletter

Happy New Year Thank you all for being our clients. We appreciate every one of you! 2023 is now behind us. As with every new year, there has been no shortage of predictions for 2024. Superbowl and Presidential election bets will depend on whose opinion you are reading. There is no shortage of “climate change” […]

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Exploring SECURE Act 2.0: Unveiling Potential Transformations in Your Retirement Approach

While the economy, stock market fluctuations, interest rate movement, and the like tend to grab the headlines and our attention day after day, there was a significant law passed in the last week of 2022 called The SECURE Act 2.0, which most people missed but it has a huge and direct impact on most savers.

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