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How does the SECURE Act affect you?

On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). This SECURE Act does several things to modify both retirement savings rules as well as retirement distribution rules. These changes will affect some of our Financial Coach clients immediately, and many more as we move into the […]
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Positive Vibes

Good News handpicked by your Financial Coach team: Eagles Super Bowl Ring, Alzheimer’s’ Treatments Advance, and Giving Back Click the hyperlinks following each headline to read more. Jon Dorenbos: My Eagles Super Bowl ring is a testament to treating people the right way Entering into the 2017 NFL Season, Philadelphia Eagles long snapper Jon Dorenbos was traded […]
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Positive Vibrations

Not All News is Bad News Positive Vibrations is a Financial Coach newsletter intended to act as a vehicle for spreading optimism through the sharing of good news. And now, your dose of positivity for the month of November 2019. Shaq’s Charitable Efforts Are As Big As He An innocent bystander to gun violence, 12-year-old […]
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Fee-only Financial Planning; Retirement Income Planning; Asset Allocation and Investment Management; Estate and Legacy Planning; Charitable Gifting Strategies; Education Consulting; Tax Planning; Insurance and Survivor Needs Analysis; Retirement Benefits, Social Security, Pension, and Medicare/Medicaid Planning
Investment Advice is offered through FC Advisory, LLC, a registered investment advisor doing business as Financial Coach and doing business as New Wealth Project.  Ι  © 2008-2024 FC ADVISORY, LLC. All Rights Reserved.