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Do you have a financial plan for retirement?

Do you have a financial plan for retirement?

Hobbies. Traveling. Sleeping in. Spending more time with loved ones. These are probably the things that pop into your mind when you think about your plans for retirement. Unfortunately, there is a less pleasant aspect of retirement planning that many people tend to...
Age Change for Required Minimum Distribution

Age Change for Required Minimum Distribution

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed into law at the end of 2019.  It is the most comprehensive retirement account legislation in over a decade and it increased the Required Minimum Distribution (RMD) age for all retirement...
Where do you store your critical information?

Where do you store your critical information?

Imagine it’s the middle of the night and you wake up to discover that your house is on fire.  Once you’ve made sure your family is safe, what do you grab next – assuming there is still time to grab something? While photos, memories and valuables likely jump to...