dan whitaker

Understanding the SECURE 2.0 Act: Key Changes for 2025

Understanding the SECURE 2.0 Act: Key Changes for 2025

There are two SECURE Acts, both of which were designed to enhance retirement savings and provide more flexibility for savers by updating and introducing new retirement planning rules.

Celebrating 10 Years: West Bearing Investments

Celebrating 10 Years: West Bearing Investments

July marks the 10-year anniversary of West Bearing Investments, a division of Ferguson Wellman.