The Most Important Ages for Your Retirement Accounts

If you have a 401(k), IRA, or other retirement accounts, it’s important to keep a few things top of mind: Know how much you’re contributing, how your investments are performing, and how much you’re paying in fees. You should also note important milestone ages and their recent changes. Here are the most important ages for [...]

2021-10-13T19:04:09+00:00September 27th, 2021|Retirement Planning|

Is Our Government Anticipating Inflation?

The Consumer-Price Index (CPI) rose to 4.2% in April as compared to last year.[1] We could see higher prices when it comes to travel, food, cars, and other common goods and services. High inflation can hurt retirees who are living off their savings, especially when we have near-zero interest rates. We already see bigger Social Security [...]

2021-10-13T19:18:27+00:00August 30th, 2021|Retirement Planning, Economy, Social Security|

How Would You Handle a Retirement Curveball?

Sometimes life gives us lemons, as the saying goes. In order to make lemonade, you need a plan. Whether it’s a financial crisis or a personal setback, there are events that can upend your retirement if you’re not prepared. Have a plan for handling retirement curveballs if they come your way. An Earlier-Than-Expected Retirement It [...]

2021-10-13T19:37:43+00:00July 26th, 2021|Retirement Planning|

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

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 Though non-private sector employees still often have pensions offered to them, for private sector employees, pensions have largely been replaced by 401(k), IRAs, and similar retirement plans, and retirees must find a [...]

2020-05-13T02:22:31+00:00March 6th, 2020|Retirement Planning|

New Year, New Law Part 3: 4 Ways the SECURE Act May Make Saving for Retirement Easier

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 less likely to have the option to rely solely on pensions. When personal savings must stretch further, it’s important for retirees to have a plan [...]

2020-05-13T02:19:26+00:00February 21st, 2020|Retirement Planning|

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

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is one of the biggest pieces of retirement legislation to be passed in years. It will undoubtedly have a major effect on how many Americans approach retirement planning, and particularly estate planning. We’ve covered these changes previously, including focusing on the elimination of ‘stretch’ IRAs [...]

2020-05-13T02:11:43+00:00January 31st, 2020|Estate Planning, Retirement Planning|
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