Retirement

In late 2019, the president signed the SECURE (Setting Every Community Up for Retirement Enhancement) Act into law. Required minimum distributions (RMDs) for employer-sponsored plans and IRA accounts were raised from 70 ½ years to 72 years old. It was a welcome change. The act also included smaller changes that aided workers saving for retirement. […]

Are you on track to retire comfortably? What are your financial goals? How much income will you need to generate each month when you have retired? What might be some of your longer-term goals outside the financial arena, but goals that would be aided by a larger pool of savings? Our regular check-ins are designed

Did you buy your home many years ago? Or have you been in your current place for just a few years? There are plenty of reasons to sell and seek out a house that is smaller and one that fits your lifestyle. On the flip side, there are reasons you may want to stay in

One year ago, the World Health Organization had recently declared that the spread of Covid-19 constituted a worldwide pandemic. Stringent measures in the U.S. were being taken to slow the spread of Covid and “flatten the curve.” Lockdowns and shelter-in-place orders dealt a tremendous blow to U.S. economic activity. Investors, with no prior experience to