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SECURE Act 2.0: An Overview

SECURE Act 2.0: An Overview

In the final days of 2022, Congress passed a new set of retirement rules designed to facilitate contribution to retirement plans and access to those funds earmarked for retirement. The law is called SECURE 2.0, and it is a follow-up to the Setting Every Community Up...

Budget Check Up:

Budget Check Up:

Tax Time Is the Right Time Every year, about 150 million households file their federal tax returns. For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, retirement, and investment account statements; and...

Understanding Extended Care

Understanding Extended Care

Addressing the potential risks of extended-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. Seven in ten people over age 65 can expect to need extended care services at some point in their...

Inventorying Your Possessions

Inventorying Your Possessions

Only one in four in ten Americans have a home inventory, despite the fact that about one in ten homes were impacted by natural disasters in 2021.1,2 It’s great to have insurance against damage and loss, but if you can’t show proof of your possessions, it may result in...

Find That Lost Retirement Account

Find That Lost Retirement Account

Do you have a long-lost retirement account left with a former employer? Maybe it’s been so long that you can’t even remember. With over 24 million “forgotten” 401(k) accounts holding roughly $1.35 trillion in assets, even the most organized professional may be...

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