Lesser Known Provisions of the SECURE Act

RETIREMENT  READ TIME: 4 MIN  The SECURE Act was passed into law in late 2019 and changed several aspects of retirement investing. These modifications included modifying the ability to stretch an Individual Retirement Account (IRA) and changing the age when IRA...

Understanding Long-Term Care

INSURANCE  READ TIME: 3 MIN  Addressing the potential threat of long-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy.  The U.S. Department of Health and Human Services estimates that 70% of...

How to Make the Tax Code Work for You

TAX  READ TIME: 4 MIN  By April 19, 2019, 137 million taxpayers had dutifully filed their federal income tax returns.1 And they all made decisions about deductions and credits – whether they realized it.  When you take the time to learn more about how it works, you...

A Bucket Plan to Go with Your Bucket List

RETIREMENT  READ TIME: 2 MIN  John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies mean John and Mary may need to prepare for two or even three decades of retirement. We spend a great deal of time preparing...