Gracio Garcia 7/24/25 Gracio Garcia 7/24/25

What You Need to Know About the SECURE 2.0 Changes Coming in 2026

The SECURE 2.0 Act introduces major retirement plan updates in 2026, including Roth-only catch-up contributions for high earners, mandatory paper statements, and plan amendment deadlines. Discover what these changes mean for your retirement strategy and how to prepare now.

Gracio Garcia 7/8/25 Gracio Garcia 7/8/25

What Clients Really want from Their CPA’s

Gracio Garcia 4/21/25 Gracio Garcia 4/21/25

The Importance of Diversification in Your 401(k) Plan

Learn smart strategies to diversify your portfolio and 401(k) across asset types, sectors, and geographies. Understand your risk tolerance and build a balanced investment plan tailored to your financial goals.

Gracio Garcia 12/2/24 Gracio Garcia 12/2/24

The Top 5 Retirement Planning Mistakes (and How to Avoid Them)

Don’t let these retirement pit falls put a damper on your planning process. Stay ahead of the game and avoid these common mistakes one can make when planning for retirement.