February 2020

3 Ways a Financial Advisor Can Help You With Tax Strategies

2020-02-24T16:33:36-07:00

They say there’s no such thing as a free lunch, but what about a tax-deductible lunch? While many of your income sources can be taxed, there are strategies to minimize [...]

3 Ways a Financial Advisor Can Help You With Tax Strategies2020-02-24T16:33:36-07:00

What You Need to Know About Social Security Changes in 2020

2020-02-03T18:17:46-07:00

10,000 Baby Boomers are turning 65 every day[1], and Social Security will soon start to pay out more than it takes in.[2] While it’s unlikely that the government will ever [...]

What You Need to Know About Social Security Changes in 20202020-02-03T18:17:46-07:00

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1970, 45% of private sector employees were covered by a pension plan.[1] Now, 4% are covered.[2] Pensions have largely been replaced by [...]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

December 2019

3 Tips for Financial Health for the New Year

2019-12-23T14:29:53-07:00

A recent Northwestern Mutual survey found that 41% of Americans are stressed about retirement planning, and 46% worry about outliving their savings.[1] And with 62% of Americans stressed about money [...]

3 Tips for Financial Health for the New Year2019-12-23T14:29:53-07:00
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