BLOG POSTS
Social Engineering & Cybercrime
Sharon and Suzy explore how scammers exploit emotions like urgency, trust, and fear to manipulate individuals into revealing sensitive information. Discover key insights on how to recognize and protect yourself from these deceptive tactics. (podcast)
Choosing a Senior Living Community
Sharon Calhoun, managing director at Vector, is joined by senior housing counselors Liz Rue and Lisa Woltrang from Folkestone in Wayzata. In this podcast, they emphasize the necessity of discussing transitions during times of calm rather than crisis, allowing for thoughtful decision-making.
Today's Business Radio: SECURE 2.0
Sharon Calhoun and Today’s Business Radio host Tom Lyons discuss provisions in the new SECURE 2.0 Act.
Today's Business Radio: Get Today Right
Sharon Calhoun and Today’s Business Radio host Tom Lyons discuss getting today right.
In Review: Secure 2.0 Act
For those in or near retirement, there are important changes made by the SECURE 2.0 Act. Sharon and Jason discuss a few provisions that caught our attention. RMDs, Employer Match & Catch-Up contributions.
SECURE 2.0
More than 90 changes affect qualified retirement plans, IRAs, SIMPLEs, SEPs, ABLEs, and 529 plans within the SECURE 2.0 Act. This summary provides several highlights based on effective dates and relevance.