Are You Effectively Using Your Employer Benefits? Uncover Hidden Opportunities

Are You Effectively Using Your Employer Benefits? Uncover Hidden Opportunities

Maximizing Employer Benefits Employer benefits, often overlooked, play a crucial role in the financial and personal well-being of employees. While some individuals may be familiar with basic health insurance and retirement plans, many are not fully aware of the breadth of benefits available or how to optimize them. Datapoint Financial Planning, led by David E. […]

SECURE Act 2.0 Key Features

SECURE Act 2.0 Key Features Facebook Twitter LinkedIn On December 23rd, 2022, Congress passed the Consolidated Appropriations Act of 2023, which included the SECURE Act 2.0 bill.  SECURE Act 2.0 contains many provisions that could impact your financial plan, so I wanted to give a brief description of the most impactful of those provisions (at […]