A 12 year-long bull market run recently came to a close, and many Americans have experienced the effects. For those nearing or in retirement, this can be especially worrisome. If you're wondering what your course of action [...]
We're living in unprecedented times, and the government is taking unusual steps to mitigate the economic damage done by the coronavirus. Strict measures are in place, like canceling events of more than ten people, closing bars and [...]
By Sarah Brenner, JD IRA Analyst The coronavirus has been wreaking havoc on markets and millions of retirement account balances have suffered significant losses. This has left many IRA owners looking at lower account balances after several [...]
Planning for retirement is never a "set it and forget it" activity. There are unexpected disasters, market drops, and changing laws that invariably cause retirees to reevaluate their plans of action. Recently, market volatility and the Federal [...]
The right record-keeping system can help manage your tax obligations and may save you both time and money. The information in this material is not intended as tax or legal advice but it may be helpful to [...]
Donald Trump ended 2019 by signing a 2020 spending bill that includes the Setting Every Community Up for Retirement Enhancement (SECURE) Act. It’s the biggest piece of retirement legislation to be passed in years and it will [...]
A recent Northwestern Mutual survey found that 41% of Americans are stressed about retirement planning, and 46% worry about outliving their savings.[1] And with 62% of Americans stressed about money in general[2], it’s surprising that only 28% [...]
Every year, more than 147 million Americans, just like you, file federal tax returns, according to the Tax Policy Center. Many of my clients often tell me how much they dread searching through their files to locate [...]
You might have a Christmas to-do list to help you stay on track this holiday season. And while it may be an overwhelming list already, there are a few important financial deadlines you should add to it. [...]
Tax-advantaged retirement accounts like traditional 401(k)s and IRAs offer many advantages, but some of these don’t last forever. The government eventually reaps the reward of years of tax-free compounded interest by forcing you to withdraw funds from [...]
