Falcon Wealth Advisors - The Fountain Of Wealth

This week on Upticks, Matt Johnson, CTS™ joins Jake Falcon, CRPC® to discuss “The SECURE Act 3.0”. Jake and Matt discuss two impacts of the SECURE Act that will impact a younger generation. They discuss how the SECURE Act impacts 529 Plans, which is a tax favorable way to save for education. They also discuss a recent poll we ran in regard to cruise ships. Make sure to watch until the end to hear the results, they may just shock you!