Market Insights

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What is the 2019 S.E.C.U.R.E. Act?

Radix Financial

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January 14, 2020

At the end of last December 2019, Congress passed what has become known as the “Secure Act.” This is a clever acronym for the full “Setting Every Community Up for Retirement Enhancement” Act.

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Financial Planning

Avoiding Big Chute Risk

Radix Financial

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October 30, 2019

Ask anyone (Family Feud style) to name a board game about money—most will say Monopoly. However, I think the better answer is Chutes and Ladders (or Snakes and Ladders for the international crowd).

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Investment Strategy

Exploring Underutilized Financial Options For Special Needs Families

Radix Financial

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August 8, 2019

Happy August! I had originally intended to write this newsletter exclusively about special needs planning, a topic near to my heart; but, given the recent volatility in the financial markets, I will address that first (briefly).

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Financial Planning