How the New SECURE Act Will Affect Your Retirement Savings

On December 20, 2019 the SECURE Act became law, affecting millions of Americans saving for their retirement. The law, which stands for Setting Every Community Up For Retirement Enhancement, has several provisions but focuses on just a few core areas of retirement planning: Changing the rules for required minimum distributions (RMDs) Expanding access to retirement … Continued →

Financial Planning Tips for December 31, 2019

The end of the year is almost upon us. While the CPAs at Naden/Lean are preparing for tax season, our clients and their families can use this time to wrap up financial loose ends. Some items on this list are obvious and most taxpayers know to look out for them, like charitable contributions and maxing … Continued →

Balancing Retirement Planning With College Savings

Do you have kids who are in college or will be in the next few years? If you do, you know that deciding between saving for your own retirement or contributing to your child’s college costs is a tough decision at best. College costs continue to soar, with private universities averaging $35,000 per year for … Continued →