Daniel W. Polachek CPA, EA, MBA, CVA, CFP®, RSSA®

Learn about the SECURE Act

Long-established retirement account rules change.

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don't appear to amount to a massive upheaval, the SECURE Act will require a change in strategy for many Americans. For others, it may reveal new opportunities.

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Tracey, Dan and Daniel Polachek
Tracey, Dan and Daniel Polachek

Family matters

Tracey and I moved to the Pioneer Valley in 1980 where her family has been for at least five generations. So many years later, having raised our two sons here, we are proud to say that we love this community and the wonderful neighbors that make it so special.

We have learned a great deal from our parents, and we are grateful that they taught us that there are no short cuts to success. They instilled in us the value of hard work, honesty, family and community involvement. It requires a plan, disciplined execution and unrelenting effort.

These simple, but timeless principles continue to guide us, along with our son Daniel, in how we help our clients achieve their financial success.

Daniel W. Polachek, P.C.