SECURE Act 2.0: Financial Updates with Michael Foley

Today we’re back again with Michael Foley, talking us through the new SECURE Act 2.0 as well as some new updates in disability insurance and student loan spaces.

Michael is a comprehensive financial advisor who runs his practice out of Scottsdale, Arizona, under North Star Resource Group. Michael was trained at Duke University and holds his Certified Financial Planner designation alongside his Certified Student Loan Professional designation. Although Michael serves a diverse group of clients with their financial and student loan needs, with two physician parents, Michael has found a specialty in working with those in the healthcare space. Michael is a registered representative and investment advisor representative of Securian Financial Services. Financial Professionals do not provide tax advice and this should not be considered as such. Please consult a tax professional for advice regarding your specific situation. Securities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. North Star Resource Group is independently owned and operated. 6720 N Scottsdale Rd Ste 290, Scottsdale, AZ 85253.

You can schedule an initial consultation with Michael’s team at this link, or with their DI specialist, Hannah, at this link.