Tag Archives: retirement planning

The Retirement Plans and Longevity of Generation Xers

It is time for Gen Xers entering their 40s and 50s to take charge of their retirement planning. There are many things to consider, including finances, investments, insurance policies, legal documents, living arrangements, and healthcare. It is advisable to make a detailed checklist within these categories and take action on each item. Meeting with an...
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Yearly Checkups: Physical and Financial Wellbeing

Hopefully you go to your doctor at least once a year to get a physical.

This visit helps detect and treat problems before an illness or health condition becomes a major problem. It’s called preventative health. But have you ever considered preventative health for your finances? Just like it’s important to see your doctor annually, it’s...
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The SECURE Act: the Good, the Bad and the Confusing

On January 1, 2020, the most impactful retirement account legislation in decades became law.

The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) will have a positive impact for many older Americans but could have negative tax consequences for many beneficiaries of their retirement accounts.  

The Good and the Bad (and the Confusing)

  The SECURE Act...
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