Secure Act 2023 (Setting Every Community Up for Retirement Enhancement)

David T. Mayes is a CERTIFIED FINANCIAL PLANNERTM professional and IRS Enrolled Three Bearings Fiduciary Advisors, Inc., a fee-only advisory firm 

Read more

RMDs_IRAs_QCDs and other Tax Planning Opportunities

IRA Required Minimum Distributions and Charitable Contributions  If you’ve been contributing to a traditional IRA or other defined contribution plan,

Read more

END of LIFE Care

Excerpt from the Hammond Law Group newsletter Barbara Bush, who died on April 17, 2018, at the age of 92,

Read more