It has been eight years, but the memories are still fresh! My wife and I loaded our four daughters into our Dodge Grand Caravan and headed west for our long-anticipated “Westward Ho!” journey. As we crossed the great plains into the Rockies and traversed the high desert of New Mexico into the arid Arizona desert, we laughed, fought, slept, played games, and created incredible memories.
A few weeks ago, my colleague, Matt Moklestad, shared a blog about 8 changes from the SECURE Act 2.0. While many of the changes in this legislation are beneficial for employers, there is a lot in this act that is also going to be very beneficial for plan participants.
In December 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement (SECURE) Act into law. Will it affect you?
Owning and operating a business is a tough task. Selling a business is equally difficult. If you’re a business owner, the odds are that you haven’t put together a plan to do this. It doesn’t have to be this way.
Earning your first paycheck is an undeniably exciting time. But do you know what to do with your pay? With three key steps, you can build good financial habits early.
While executive benefits such as stock options, other equity compensation, and deferred compensation can be powerful accumulation tools, knowing how they fit into your overall financial picture can be challenging.
As you wait for those semi-warm days of spring, there are a few things you can do between now and April 15th connected to your 2020 tax return.
Insurance is one of the few things you buy which you never hope to benefit from, because that typically means something bad has happened. I encourage you to take a few minutes to confirm items that could make a massive impact on your financial situation if an accident were to happen.
Tragically, we humans are, to put it bluntly, awful at wanting the things that will create the most meaning and satisfaction in our lives.
As you peek into the future – hopefully one with greater discretionary time and money – do you envision yourself increasing or decreasing your investment in the well-being of the people close to you and the world in general? Do you see yourself sticking close to the mess of the world or investing in ways that escape it?
Being generous is a practice that seldom is mastered, takes continuous practice, and must be learned over and over again.
We create a legacy through a long series of intentional choices. Discussing things that are more important than investment returns and account allocations, leaning into the heart of things that really matter and put together a plan to achieve those things.
As with many things in life, there are usually lessons to be learned from our experiences that can be carried over into other aspects of life. Here are a few things jumping out of an airplane taught me about investing.
Hopefully, you have read my first two blogs that talked about Medicare Supplement and Drug plans and the difference with Medicare Advantage plan designs. The last of this series will talk about the Annual Enrollment Period and what can really happen here.
I start getting anxious this time of year when I am forced to collect all the necessary information for my tax advisor. In preparation for the upcoming tax deadline, Monday, April 18, 2022, I wanted to summarize what to expect in the way of relevant tax information related to your investments.
Yet, all too often, there is a second group of retirees for whom retirement is filled with uncertainty. Let’s say that at age 58, suddenly you are forced to retire. This could be a full five to seven years before you planned. What do you do now?
