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SECURE Act Seeks to Help Americans Save More for the Golden Years
SECURE Act Seeks to Help Americans Save More for the Golden Years

SECURE Act Seeks to Help Americans Save More for the Golden Years

Category Archives: Financial Planning

SECURE Act Seeks to Help Americans Save More for the Golden Years

At the end of 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act as part of a year-end appropriations package. This bill is designed to address specific issues related to retirement savings plans in an effort … Continue reading

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Safety vs. Probability: Planning For Retirement

As we progress through life, we find there are certain things we can control and others we cannot. However, even with the things we can’t control, we can exercise good judgement based on facts, due diligence, historical patterns and a … Continue reading

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Economic Correlation: Cyclical and Non-Cyclical Stocks

A rising tide might lift all boats, but the same cannot be said for the economy. When the U.S. experiences robust economic growth, certain sectors of the stock market tend to rise while others hold steady or even decline by … Continue reading

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Gross Domestic Product: A Primer

The economic indicator known as Gross Domestic Product (GDP) represents the dollar value of all purchased goods and services over the course of one year. It is comprised of purchases from all private and public consumption, including for profit, nonprofit … Continue reading

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What to Expect and How to Prepare for a Recession

Economists generally determine that the country has fallen into a recession after two consecutive quarters of negative gross domestic product (GDP) growth. Since 1967, the United States has experienced seven recessions. The thing is, predicting a recession is a little … Continue reading

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How to Inflation-Proof a Retirement Portfolio

Statistics indicate that the average life expectancy is longer than it used to be, but empirically we see this every day among elderly people who have lived much longer than they probably expected. This phenomenon spotlights a particular component of … Continue reading

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Lost Inheritance: How To Find a Deceased Parent’s Assets

If you have a relative who recently died and left you in charge of his or her finances, you are not alone. You probably have colleagues at work in the same boat. A neighbor or two (or 10) and even … Continue reading

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Benefits of Delaying Retirement Number Many

Benefits of Delaying Retirement Traditionally, retirement was short and peaceful. People worked jobs that were hard on the body – such as farming, manufacturing, tradesmen or railroad workers. If you made it to retirement, you were relieved to have the … Continue reading

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April 1 Deadline Approaches for Taking Required Retirement Plan Distributions

IRS Reminds Taxpayers of April 1 Deadline to Take Required Retirement Plan Distributions IRS Issue Number:  IR-2017-63 WASHINGTON — The Internal Revenue Service today reminded taxpayers who turned age 70½ during 2016 that, in most cases, they must start receiving … Continue reading

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Check Out Tax Benefits for Higher Education Costs

Check Out Tax Benefits for Higher Education Costs Below the IRS outlines tax benefits in their IRS Tax Tip 2017-31 Higher education costs paid in 2016 can mean tax savings when taxpayers file their tax returns. If taxpayers, their spouses … Continue reading

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