Latest Vlog

What You Need to Know About Tax Laws Expiring in 2025
2025 is well underway, and at Kramer Wealth Managers, we believe it’s important to be aware of key changes that could impact your financial planning.

SECURE Act 2.0: Summary of Different Changes
In this vlog, I will provide a summary of the key changes introduced by the SECURE Act 2.0 law I mentioned throughout this year. You

SECURE Act 2.0: Retirement Savings Lost and Found Database
This is our final vlog about the changes to retirement plans under the SECURE Act 2.0 which became law in December 2022. You can find

3rd Quarter Market Report
“Quarterly Market Insights: Q3 2023” Hello. I am Danny Lacey with Kramer Wealth Managers. I am pleased to share 3rd Q Market Report. Stocks lost

SECURE Act 2.0: ABLE Account
This is our ninth vlog about the changes to retirement plans under the SECURE Act 2.0 which became law in December 2022. You can find

SECURE Act 2.0: Expand 401(k) and 403(b) Automatic Enrollment
This is our eighth vlog about the changes to retirement plans under the SECURE Act 2.0 which became law in December 2022. You can find

SECURE Act 2.0: Annuities in 401(k)s
SECURE Act 2.0: Annuities in 401(k) Plans This is our seventh vlog about the changes to retirement plans under the SECURE Act 2.0 which became