Retirement Planning

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June 2020

3 Things to Know If You Plan on a Late Retirement

2020-07-02T14:59:51-06:00

Retirement isn’t what it used to be: It’s typically longer and more active. Not everyone’s retirement will look the same, and not everyone’s has to. Maybe you’ll transition to part-time [...]

3 Things to Know If You Plan on a Late Retirement2020-07-02T14:59:51-06:00

May 2020

How The Coronavirus Shutdown Could Affect You in the Long-Term

2020-05-04T08:30:28-06:00

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 [...]

How The Coronavirus Shutdown Could Affect You in the Long-Term2020-05-04T08:30:28-06:00

March 2020

Low Interest Rates, Market Volatility, and Your Retirement

2020-03-15T17:35:15-06:00

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 [...]

Low Interest Rates, Market Volatility, and Your Retirement2020-03-15T17:35:15-06:00

Retirement Planning in a Volatile Market

2020-03-03T10:09:53-07:00

The recent market volatility surrounding the coronavirus may have you concerned, especially if you’re approaching or already in retirement. Feelings of uncertainty, anxiety, and uneasiness are all common during any scary and [...]

Retirement Planning in a Volatile Market2020-03-03T10:09:53-07:00

January 2020

New Year, New Law Pt. 4: 4 Ways the SECURE Act Could Affect Your 401(k)

2020-01-27T17:44:26-07:00

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1970, 45% of private sector employees were covered by a pension plan.[1] Now, 4% are covered.[2] Pensions have largely been replaced by [...]

New Year, New Law Pt. 4: 4 Ways the SECURE Act Could Affect Your 401(k)2020-01-27T17:44:26-07:00

New Year, New Law Pt. 3: 4 Ways the SECURE Act Makes Saving for Retirement Easier

2020-01-20T11:49:23-07:00

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 [...]

New Year, New Law Pt. 3: 4 Ways the SECURE Act Makes Saving for Retirement Easier2020-01-20T11:49:23-07:00

New Year, New Law Pt. 2: Time to Review Your Estate Plan

2020-01-13T13:21:39-07:00

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 [...]

New Year, New Law Pt. 2: Time to Review Your Estate Plan2020-01-13T13:21:39-07:00

New Year, New Law: What’s in the Secure Act?

2020-01-05T13:02:18-07:00

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 [...]

New Year, New Law: What’s in the Secure Act?2020-01-05T13:02:18-07:00
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