Discover how FineMark’s holistic approach to wealth management transcends simple stock picking in our latest article. Trust Administrator, Read Sawczyn, explains how we work closely with our clients to gain a deep comprehensive understanding of their goals and objectives and then we marry our investment services with estate planning and tax planning to ultimately have a successful outcome.
Revisiting the Secure Act
Shortly before the onset of the coronavirus pandemic and the enactment of the CARES Act, the SECURE Act was signed into law. The SECURE Act created the most significant retirement plan changes in over a decade.