Landmines and Opportunities in SECURE Act 2.0
Another round of retirement changes are on the way after President Biden passed SECURE Act 2.0 into law on December 23rd. While we’ve been anticipating
Another round of retirement changes are on the way after President Biden passed SECURE Act 2.0 into law on December 23rd. While we’ve been anticipating
Market volatility became the norm in 2022. In this episode, we will be discussing the ups and downs of the last year, from volatility to
We are heading toward Christmas and The New Year at lightning speed. We are only weeks away from 2023. It looks like we came off
Happy Thanksgiving! We wish you all the blessings of the holiday as we spend time with family and friends and gather for the long Holiday
The elections are over! (At least most of them are) Now what? It seems like, over the past month, we have been bombarded with nasty
You’ve probably seen the commercials with the legendary quarterback, Joe Namath or Tom Selleck and William Shatner (Captain Kirk). They are selling Medicare Advantage plans
“This is one nasty storm”. This has been the sentiment heard from so many people living in the path of the hurricane in south central
In a normal year, just one of these topics would be significant news for us to discuss, but 2022 is filled with headlines that impact retirement planning. On this episode, we’re going to provide an update on inflation and the indicators to be watching, share stats on the early retirement trend, and give you the truth on the latest proposed legislation that impacts Social Security.
Washington recently passed the Inflation Reduction Act, which on the surface appears to be aimed at solving the inflation problem. But there’s much more inside the bill, including a few different items that directly impacts financial planning. We’ll break down this new legislation on the podcast and highlight other laws that might be on the way.