Tag Archives for " Joe Pujol "

Jan 13

The SECURE Act’s Impact On Estate and Retirement Planning—Part 1

By Joe Pujol

On January 1, 2020, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) went into effect, and it represents the most significant retirement-planning legislation in decades.Indeed, the changes ushered in by the SECURE Act have dramatic implications for both your retirement and estate planning strategies—and not all of them are positive. While the […]

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Dec 30

Avoid These 4 Mistakes When Naming Life Insurance Beneficiaries

By Joe Pujol

Investing in life insurance is a foundational part of estate planning. However, when naming your policy’s beneficiaries, there are a number of mistakes you can make that could lead to potentially dire consequences for the very people you’re trying to protect and support. The following four mistakes are among the most common we see clients make […]

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