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Category: Legislation

SECURE 2.0 Act

Beneficial Ownership and the Corporate Transparency Act

With each new year we welcome an array of new laws and regulations. A notable inclusion in 2024 is the
Debt Ceiling

A Looming Debt Ceiling

If you follow business/financial news at all, it’s likely that you’re aware of the looming debt ceiling crisis. In this month’s
SECURE 2.0 Act

SECURE 2.0 Act: If You Don’t Know, Now You Know

On December 23, 2022, Congress passed the SECURE 2.0 Act. This comes roughly three years after the original SECURE Act which was

The Federal Reserve’s Toolkit + Market Hangover

The Federal Reserve’s toolkit consist of two blunt tools: the fed funds rate + quantitative easing. In this month’s contribution
SEC enforces ESG disclosure

The SEC Finally Enforces ESG

With Earth Month upon us, we’re happy to report one small, incremental bit of progress in finance: The Securities and
TAX

 Federal Tax Proposal – A Summary

The Biden administration recently announced a number of tax proposals to fund new government investments. The current version may not
Apple on Book

This One Change to Financial Aid Could Negatively Impact Many Families

At the end of 2020, Congress passed the Consolidated Appropriations Act. Most of the attention around this act, a $2.3
Medical Professionals

Webinar: Financial Crash Course For DOCTORS

FINANCIAL CRASH COURSE FOR DOCTORS wHealth Advisors is excited to announce a free webinar to help doctors (and those in
The SECURE Act

The SECURE Act: What you need to know

Written by: Dennis McNamara Congress just passed a year-end bill known as the SECURE Act (i.e. Setting Every Community Up