Blog
Your Retirement Super Bowl: A Strategic Saving Plan is the Key to Victory!
Super Bowl LIV, the 54th Super Bowl, will decide the National Football League champion for this current season. Scheduled to be played on February 2, 2020, in Miami, Florida, the game between the San Francisco 49ers and the Kansas City Chiefs will feature Jennifer Lopez and Shakira performing at halftime. In the meanwhile, you’re still trying to figure out how much you should be saving for retirement. Read More »
Congress Enacted Major Retirement Plan Legislation – Here’s What You Need To Know About the SECURE Act
The SECURE Act is the most significant retirement plan legislation in 13 years, and many of its provsions are effective in 2020. It affects employers who currently sponsor retirement plans, and encourages those without plans to set them up. It also impacts plan participants, IRA holders and their beneficiaries, and expands the uses of 529 college savings plans. Read More »
The SECURE Act and Your Retirement
You may have heard about the SECURE Act, but do you know about these 6 ways it might affect your retirement? Learn more here.
Roth IRA Conversions Can Deliver Some Hidden Benefits
Roth IRAs can be an appealing option for retirement savings; NOW may be a great time to consider making the move to a Roth. Read more from Sarah O’Brien to learn why.
Is Rising Debt Affecting Retirement Decisions?
Swelling numbers of Americans these days are working in retirement, taking part-time jobs and launching businesses. They’re also, however, breaking the mold in a potentially worrisome direction: embracing debt. This is a troubling trend; here’s some advice about what to do about it, via Chris Farrell.
Thinking About Relocating To Trim Retirement Expenses?
Some folks nearing retirement think about relocating to trim expenses; here are some “hidden” costs to consider as you weigh your options.
