The Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act builds on the previously passed SECURE Act of 2019 and contains 92 new provisions promoting retirement savings, offering more retirement account flexibility and incentivizes businesses as it relates to offering retirement plans.

November is the biggest month for benefits elections. While it’s easy to simply gloss over the choices your company offers, we encourage you take a deeper look. You might just save thousands in insurance premiums, be able to lower your tax bill or better protect yourself or your family. Below are our suggestions for the most valuable or often overlooked components in electing your benefits this year.

I’m going to let you in on a secret in the money management world. Most advisors’ income is solely dependent on the dollars inside the investment accounts under their watch, which means they are laser focused on growing their ‘assets under management’