WealthCounsel, LLC

Recent Posts

What You Should Know About the Setting Every Community Up for Retirement Enhancement (SECURE) Act

By WealthCounsel, LLC on Dec 23, 2019 3:33:20 PM

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On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). The SECURE Act, which is effective January 1, 2020, is the most impactful retirement legislation of the past decade.

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Setting Every Community Up for Retirement Enhancement (SECURE) Act: On Hold in the Senate

By WealthCounsel, LLC on Sep 26, 2019 2:30:24 PM


The SECURE Act (“Act”) passed the House on May 23, 2019, with overwhelming bipartisan support (417-3), and the same was expected to occur in the Senate. Following Congress’ August recess, however, the bill remains stalled in the Senate, with some sources questioning whether it will ever become law. This update will provide a brief overview of key provisions of H.R. 1994 – the version of the Act approved by the House and received by the Senate on June 3, 2019 – and will discuss the provisions said to be causing the holdup in the Senate.

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WealthCounsel Stands with Girls Who Code

By WealthCounsel, LLC on Jul 5, 2019 10:00:00 AM


The charities we’ve chosen to work with this year pursue causes close to our heart—building strong communities, empowering individuals using technology, promoting education, and accessible legal services. As a company, these beliefs are what guide us in not only how we serve our members, but also how we strive to serve our greater communities through WealthCounsel Stands.

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