We wanted to share with you some big changes to retirement accounts as well as some other updates around the office.  We hope 2023 is off to a great start for you and your loved ones!

Major Changes to Retirement Laws

Congress recently passed the Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act. Whether you’re working or already retired, you are likely affected by some big changes to retirement accounts. Click here to learn more.

Congrats, Mallory!

Our paraplanner, Mallory Sise, passed her Series 65 licensing exam and is now an Investment Advisor Representative of Integral Wealth Management.  She will continue to assist in client reviews and provide excellent research in investing and financial planning topics while she begins working toward earning the Certified Financial Planner (CFP®) designation over the next few years.  Keep up the good work, Mallory!

Family Update

Non-IWM news here, but we wanted to share the exciting news that Jodi’s daughter/Mike’s wife, Cassie, successfully ran for and was elected to Turlock City Council.  She will bring a professional and level-headed perspective and will work hard to improve our Turlock community.  We’re proud of you, Cassie!

Sincerely,

Jodi and Mike