News & Events

  • What You Need To Know About The SECURE Act

    February 2020

    On December 20, 2019, President Donald Trump signed into a law a retirement savings bill known as the SECURE Act. “Setting Every Community Up for Retirement Enhancement”, the bill was included as part of a massive government spending bill approved by Congress to avert another government shutdown. In it are significant changes to retirement savings […]

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  • YorkBridge Fourth Quarter Commentary

    January 2020

    We hope that everyone had a wonderful holiday season with family and friends. As the calendar turns and we begin to focus on our goals for 2020, it is important to take a moment to reflect on the year that was. 2019 serves as a reminder that much can change over the course of a […]

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  • Financial Planning and Retirement Planning Checklist for 2019 & 2020

    By
    Carrie Gallaway, CFP®, CeFt®
    November 2019

    LIFE EVENTS: What financial and family transitions are on the horizon? What can be celebrated? What’s worrying you? Your financial plan should address these questions. Our role as your financial advisor is to offer financial guidance, monitor and track changes with investments and help you plan for your goals. The more we know about your […]

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