Tag Archives: COVID-19

Coping With the Pandemic Outside of Cox Capital

We are checking in to let everyone know that there is life beyond the pandemic! While we enjoy what we do and take our responsibility to our clients very seriously, we also know that it is healthy to have outside interests, to stay active, and to de-stress from time to time. Our clients deserve the best from us, and part of that is maintaining balance to prevent burnout. Here’s what we’ve been up to:

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Retirement Savings Rules are Changing – What You Need to Know

The SECURE Act, passed in December of 2019, puts in place new retirement rules

Photo by Aaron Burden on Unsplash

On December 20th, 2019, the Setting Up Every Community for Retirement Enhancement (SECURE) Act of 2019 went into effect. While the law changed some arcane regulations that will only apply to a sliver of people, there were a couple major changes. These new rules will affect the vast majority of retirees. Here’s a quick run down of the provisions we feel will be most relevant for our clients:

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