SB Financial Group

Spending Bill Includes Seismic Retirement Changes, Curtails Stretch IRAs

Spending Bill Includes Seismic Retirement Changes, Curtails Stretch IRAs The 2020 budget deal includes the SECURE Act, which passed in the House 417-3 in May but stalled in the Senate. We have a link to the text, all 1,773 pages of it.

Estate Planning: A 7-Step Checklist of the Basics

Estate planning is not just for the wealthy or affluent—it’s for anyone who has concerns about what they leave behind and can be an important part of your overall retirement planning.

NerdWallet offers a 7-step estate planning checklist for you to consider.

Estate Planning: A 7-Step Checklist of the Basics - NerdWallet What is estate planning? Estate planning is the process of designating who will receive your assets and handle your responsibilities after your death or incapacitation. One of the goals is…

Baby Brown
For the month of December through the close of the year,
We eagerly await Baby Brown to appear!
She is due December 6 (her name secret heretofore),
SB Financial ’s doors will be open as usual, 9 to 4.
Celebrate with us as Baby Brown brings us good cheer!
http://ow.ly/aDwR50xnQXd

Baby Brown
For the month of December through the close of the year,
We eagerly await Baby Brown to appear!
She is due December 6 (her name secret heretofore),
SB Financial ’s doors will be open as usual, 9 to 4.
Celebrate with us as Baby Brown brings us good cheer!
http://sbfgnc.com