SECURE Act 2.0: Retirement Savings Lost and Found Database
https://vimeo.com/879134528?share=copy 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 all of the other…
3rd Quarter Market Report
https://vimeo.com/872678573?share=copy “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 a portion of their…
SECURE Act 2.0: ABLE Account
https://vimeo.com/869660297?share=copy 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 all of the other…
SECURE Act 2.0: Expand 401(k) and 403(b) Automatic Enrollment
https://vimeo.com/862136200?share=copy 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 all of the other…
SECURE Act 2.0: Annuities in 401(k)s
https://vimeo.com/846988586?share=copy 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 law in December 2022.…
Q2 2023 Market Commentary
https://vimeo.com/844653547?share=copy Hello, it’s hard to believe that it’s the 2nd quarter of 2023 which means we are now half way through the year! We hope you all are staying cool…
SECURE Act 2.0: Student Loan Matching
https://vimeo.com/842556579?share=copy This is our sixth vlog about the changes to retirement plans under the SECURE Act 2.0 which became law in December 2022. You can find all of the other…
How Much Does It Cost To Retire?
https://vimeo.com/829116239?share=copy We are often asked, how much do I need to have saved up by the time I retire? This question really depends on how much your retirement is expected…
SECURE Act 2.0: Catch Up Contributions
https://vimeo.com/829117826?share=copy This is our fifth vlog about the changes to retirement plans under the SECURE Act 2.0 which became law in December 2022. You can find all of the other…
Debt Ceiling Update: 5/25/23
https://vimeo.com/830597464?share=copy Hello from Louisville, KY at the Advisor Group’s NXT Conference. Jeremiah Thompson and I have been here at this amazing three-day conference focusing on the future of the financial…
