What Is the SECURE Act and What Does it Mean for My Retirement?
Back in December, you may have heard that President Trump signed a spending bill to…
Tim KenneyJanuary 26, 2020
2018 marks my 20th year of experience providing financial planning and portfolio design for families and business owners. I started in the industry as a bond trader and became the Senior Fixed Income Trader for LPL Financial in La Jolla, CA helping financial advisors and their clients construct and review their fixed income portfolios. While that was an invaluable experience, I knew I wanted to do something to help families in reaching their financial goals.