Blog & Articles

2019 IRA Deadlines Are Approaching

February 20, 2020

Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines. April 1, 2020 is the deadline to take your Required Minimum Distribution (RMD) from certain individual retirement accounts. A new federal law must be noted here.…

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Health Care Costs Are Cutting into Retirement Preparations

February 6, 2020

You may have seen this statistic before or one resembling it: the average 65-year-old retiring couple can now expect to pay more than $250,000 in health care expenses during the rest of their lives. In fact, Fidelity Investments now projects this cost at $285,000. The…

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What Does the SECURE Act Mean for Your Retirement?

February 2, 2020

The government passed a year-end spending bill in December, and it included one piece of legislation that could have a big impact on retirees. It’s called the SECURE Act. The bill’s name is an acronym for Setting Every Community Up for Retirement Enhancement. The legislation…

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Creating a Retirement Strategy

January 29, 2020

Across the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they may live off their savings or investments,…

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Financial Resolutions That Can Change the Course of Your Retirement

January 25, 2020

What are your New Year’s resolutions? Resolutions have been around as long as New Year’s itself. The first known mention of the phrase, “New Year’s…

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Economic Predictions: What’s in Store for 2020?

January 21, 2020

Do you have your crystal ball ready? It’s the beginning of a new year, which means it’s time for everyone to make predictions about what’s in store over the next 12 months. Clearly, it’s impossible to predict the future. However, that doesn’t stop analysts and…

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Do You Need An Estate Plan?

January 14, 2020

You have an “estate”. It doesn’t matter if you own a mansion or a motor home. Rich or poor, when you die you leave behind an estate. For some, this could be real property, an investment portfolio and more. For others, it could be as…

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Reducing the Risk of Outliving Your Money

January 2, 2020

“What is your greatest retirement fear?” If you ask any group of retirees and pre-retirees this question, “outliving my money” will likely be one of the top answers. In fact, 51% of investors surveyed for a 2019 AIG retirement study ranked outliving their money as…

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