The SECURE Act (Setting Every Community Up for Retirement Enhancement) was passed into law on December 20, 2019. This is a far-reaching bill, with many implications for retirement planning. Here are some of the key provisions of the bill, andREAD MORE
Author: Jon Beyrer
Achieving financial independence isn’t easy. It’s a challenge to save enough to fund a long, comfortable retirement. Remaining financially independent over many years is also challenging, in different ways. As the saying goes, “What got you there may not keepREAD MORE
It’s no secret that raising children is expensive. While children are understandably a family’s priority, too many of today’s 50-somethings are seeing their children off to college, only to turn to their own financial situation and realize there’s a significantREAD MORE
When it comes to planning for retirement, healthcare costs are one of the most overlooked factors. Yet for many retirees, health-related expenses can be one of the largest items in their budget. Even when covered by a retiree health planREAD MORE
read·i·ness noun 1. the state of being fully prepared for something. 2. willingness to do something. Being ready to retire is more than just being willing to retire. Ensuring financial security for the rest of your life requires planning, discipline,READ MORE