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Latest News + Updates

America Saves Week! – February 24-29th

Alex discusses "America's Saves Week" on the Radio Friends with Paul Pepper show.   Your business means a great deal to all of us here at LaBrunerie Financial. If you have any questions or would like to set up an appointment, please contact our office at...

SECURE Act Passed into Law

SECURE ACT becomes law meant to address the need American Families have for accessing retirement savings and lifetime income once in retirement.   On December 20, 2019, Congress and the White House passed into law the SECURE Act with the design of improving...

Qualified Charitable Distributions

Another Autumn is upon us as Starbucks reminds us with their Pumpkin Spice Latte.  We wanted to remind you that if you are age 70½ or older, IRS rules require you to take Required Minimum Distributions (RMDs) each year from your tax-deferred retirement accounts.  ...

Is Social Security Running Out?

Next year marks the first year that the Social Security Administration will have to start drawing down its assets in order to pay retirees their entitlements. Here & Now's Robin Young talks to Alicia Munnell, the director of the Center for Retirement Research at...

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