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8 Changes from SECURE Act 2.0
Category: Financial Planning » Retirement Planning
On December 29th, 2022, the Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 was officially signed into law. The act includes 90+ provisions designed to help savers and people in or near retirement. Here are 8 key changes from the act.
5 Questions to Ask Yourself Before Meeting with An Estate Planning Attorney
Estate planning is an essential component of your financial plan because it can help secure your family’s future, minimize estate taxes, and protect assets from going through probate. Here are five questions you should think about before meeting with an Estate Planning Attorney.
457(b): The Good, The Not so Good, and The Not Good at All
Category: Financial Planning » Retirement Planning
457(b) plans can be a great vehicle for retirement savings if available, but they are often complex and come with restrictions 401(k) and 403(b) plans don't have.
3 Key Topics You Should Know from the Retirement Enhancement Act
Category: Financial Planning » Retirement Planning
While the News headlines the impasse with split government in Washington, the trade war, immigration, and the growing field of contenders for the White House, a substantial change in retirement plans is making its way through Congress.
“My Portfolio is Doing Well / Poor Compared to What?”
Merriam Webster defines a benchmark as “something that serves as a standard by which others may be measured or judged”. For investors, the question to ask is what should be my standard, my benchmark, in determining the success or failure of my overall investment portfolio?