New Year, New Law Pt. 2: Time to Review Your Estate Plan
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is the biggest piece of retirement legislation to be passed in years. It [...]
New Year New Law: What’s in the SECURE Act?
Donald Trump ended 2019 by signing a 2020 spending bill that includes the Setting Every Community Up for Retirement Enhancement (SECURE) Act. It’s [...]
Will You Retire in 2020?
Once all the presents are all unwrapped and the tree is taken down, it’s important to think about the upcoming year and your [...]
Will You Retire in an Uncertain World?
With a trade war heating up, talk of impeachment, and turmoil in the middle east, the markets have experienced ups and downs. There [...]
Exploring Alternative Investments
We’re living – and retiring – in unique times, and some retirement strategies reflect this. Many of those nearing retirement are on their [...]
Saving for Retirement While Reducing Your Taxes
This tax season will be the first time Americans are filing under the new tax code, adding complexity, and possibly stress, to the [...]
If You Have an IRA Don’t Forget About This Important Deadline
Most people know that April 15th is Tax Day, but they may not know that it is also the deadline to contribute to [...]
Spring Cleaning Your Retirement Accounts
By the time you’re ready to retire, you’ve probably had a number of jobs over the course of your working life. In fact, [...]
Creating a Retirement Game Plan
Whether your team won or lost this Sunday, we can all agree that it’s no easy feat to make it to the big [...]
Why Can’t You Rely Solely on Social Security in Retirement?
Social Security is only designed to replace a part of a retiree’s income, and the buying power of its benefits has decreased by [...]