The Dala Blog

3 02, 2020

The SECURE Act of 2019 – How the Latest Bill Signed into Law Could Affect Your Retirement

2020-02-03T00:03:12-06:00February 3rd, 2020|

In June of 2019, I wrote a blog article on The Secure Act of 2019 that was passed by the House of Representatives.  At that time, it was expected [...]

2 12, 2019

Worried About the Markets? One Investment Option That Could Be Right for You

2019-12-03T11:30:01-06:00December 2nd, 2019|

With the stock market at all-time highs, I have been receiving a lot of questions about whether it is time to position portfolios more conservatively in anticipation of the [...]

1 10, 2019

One Question to Ask HR if You Are Already Maxing Out Your 401k Contributions

2019-10-01T16:54:21-05:00October 1st, 2019|

I recently spoke with a client interested in additional tax saving options for retirement.  She works for a large corporation and is currently contributing the IRS maximum amounts into [...]

31 05, 2019

The SECURE Act of 2019 – How the Latest House Bill Could Affect Your Retirement

2019-07-02T04:19:39-05:00May 31st, 2019|

Significant changes to current retirement account law is currently making its way through Congress.  The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 has now passed [...]

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