Luke Noble CFP®, ChFC®, CASL®, AEP®, a CERTIFIED FINANCIAL PLANNER™ practitioner continues his series about the changes brought about by Secure Act 2.0.

In this episode, Luke Noble CFP®, ChFC®, CASL®, AEP®, a CERTIFIED FINANCIAL PLANNER™ practitioner reviews retirement plans and how those plans are left to beneficiaries when the owner passes.

Luke Noble CFP®, ChFC®, CASL®, AEP®, a CERTIFIED FINANCIAL PLANNER™ practitioner explains in detail what an RMD is and goes over changes age changes based on Secure Act 2.0.

On this episode, Luke Noble CFP®, ChFC®, CASL®, AEP®, a CERTIFIED FINANCIAL PLANNER™ practitioner talks about why you should plan ahead and NOT procrastinate when it comes to making good financial decisions, especially when starting the new year. It's time to review your progress and set new goals. To view the year-end planning check-list that Luke talks about click this link: https://s3.amazonaws.com/static.contentres.com/media/documents/dd3516a8-bd53-47e3-83a1-cfd66faba999.pdf

Approval # CRN202512-3500185

Luke Noble CFP®, ChFC®, CASL®, AEP®, a CERTIFIED FINANCIAL PLANNER™ practitioner shares about why and how you can save for your kids through a Roth IRA.  Approval #CRN202512-3500371.

Luke Noble CFP®, ChFC®, CASL®, AEP®, a CERTIFIED FINANCIAL PLANNER™ practitioner continues his series about the "R" Word and what you can do to be prepared for it.  Approval #CRN202506-2685209

On this episode, Luke Noble CFP®, ChFC®, CASL®, AEP®, a CERTIFIED FINANCIAL PLANNER™ practitioner talks about what the threat of a recession means, particularly for interest rates. Approval # CRN202506-2685199

Luke Noble CFP®, ChFC®, CASL®, AEP®, a CERTIFIED FINANCIAL PLANNER™ practitioner explains the importance of starting to save as early as possible.  Approval #CRN202506-2685184