Investment Update

JANUARY 2020

 

Your FP/CM Newsletter – January 2020

Important Notice Regarding ADV Filing

 

Pursuant to an Order by the SEC, and due to the effects of COVID-19, FPCM has elected to delay the filing of the annual ADV update filing, which would normally due by March 29, 2020, and will now be made no later than June 30, 2020. Please contact us at (646) 277 7310 or  at contact@fpcm.net if you would like to receive a copy of our most recent Form ADV filing made on March 31, 2019.

The SECURE Act Affects You!

 

THE FIRST MAJOR RETIREMENT LEGISLATION SINCE 2006
MAUREEN MATAMOROS, CFP®, MSM, Senior Financial Planning Advisor

 

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law on December 20, 2019, and took effect January 1 of this year.

 

It’s the first major retirement-planning legislation enacted since 2006, and contains a number of provisions that you and your family will welcome. In addition, the Act may require you to take some immediate action!

 

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