How The Coronavirus Shutdown Could Affect You in the Long-Term
Recent events have everyone wondering when a sense of normalcy will return. But the answer isn’t as simple as hoping for a date [...]
Low Interest Rates, Market Volatility, and Your Retirement
Planning for retirement is never a "set it and forget it" activity. There are unexpected disasters, market drops, and changing laws that invariably [...]
New Year, New Law Pt. 4: 4 Ways the SECURE Act Could Affect Your 401(k)
Here’s proof that funding retirement has changed: In 1970, 45% of private sector employees were covered by a pension plan.[1] Now, 4% are [...]
New Year, New Law Pt. 3: 4 Ways the SECURE Act Makes Saving for Retirement Easier
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is a response to a changing retirement landscape: Americans are living and working [...]
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 [...]