Holistic Financial Planning

Secure Act 2.0–What Changed???

by | Jan 6, 2023 | Archives, Investing Fundamentals

By Ryan Turbyfill, MBA  Financial Advisor While we were enjoying the holiday season, Congress was busy passing an omnibus spending bill that included the Secure Act 2.0. This has many significant changes to many clients financial planning in one aspect or another,...
End of the Year Financial Moves

End of the Year Financial Moves

by | Dec 13, 2021 | Archives, Investing Fundamentals

By Lindsey Simek, Financial Advisor As we close out 2021 and look forward to the New Year, there maybe a few financial moves to make still this year. I am sure that for many of you, much like myself, 2021 brought many changes, both personally and professionally. New...
Key Provisions of the CARES Act

Key Provisions of the CARES Act

by | Aug 31, 2020 | Archives, Capstone, Investing Fundamentals

Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs. Provided by Ryan Turbyfill, MBA and Your Capstone Investment Financial Group Team Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was signed into...