Can and Will You Retire in a Crisis?
Life is unpredictable, and there are a number of events that can impact our finances, from global pandemics to personal crises. And while adjustments sometimes may need to be made to get back on track, no […]
June 2020
3 Strategies for Creating a Solid Retirement Plan
The past few months have caused many to worry about their financial future, and some may assume they can recoup their losses by delaying retirement or working in retirement. A recent survey found that 54% of […]
May 2020
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 when stay-at-home orders will be lifted. No one knows if there […]
March 2020
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 cause retirees to reevaluate their plans of action. Recently, market volatility and the […]
February 2020
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1970, 45% of private sector employees were covered by a pension plan.[1] Now, 4% are covered.[2] Pensions have largely been replaced by 401(k), IRAs, and similar retirement plans, and […]
January 2020
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 longer, working part-time in retirement, and are less likely to have the option to […]
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 will undoubtedly have a major effect on how many […]
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 the biggest piece of retirement legislation to be passed in years and it will […]
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 future. Will 2020 be your retirement year? For some, retirement comes at […]
December 2019
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 are many voices out there telling us different things. Some say to sell […]
