Author name: Richard Riva

Are You Missing Out Because Your Financial Advisor Doesn’t Talk To Your CPA?

Are You Missing Out Because Your Financial Advisor Doesn’t Talk To Your CPA?

It’s officially tax season! Are you maximizing all of the opportunities available to you? If you’re like most people, you depend on your CPA to take care of that. You have a CPA for tax things and a financial advisor for investments. You probably keep those two financial areas separate except for once a year …

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The Secure Act

The Secure Act

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear to amount to a massive upheaval, the SECURE Act will require a change in strategy for many Americans. For others, it …

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