Your source for valuable insights

Providing our clients with valuable information on market trends, investment topics and other interesting considerations is an important part of our practice. We invite you to explore the articles below and contact us to discuss any of these topics in more detail.

Three mature women smiling and talking at a restaurant

How will the SECURE Act impact your retirement accounts?

Feb 21, 2020 |Kerrigan Mahoney Group

The SECURE Act mandate that most non-spousal beneficiaries deplete an IRA within 10 years of inheriting could have a big impact.

Read more

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields