3 Emerging Retirement Trends
The COVID-19 pandemic is likely to have a lasting impact on our lives, from how we fly to how we retire. During times of crisis, priorities often shift, and the need for a plan in the case [...]
3 Things to Know If You Plan on a Late Retirement
Retirement isn’t what it used to be: It’s typically longer and more active. Not everyone’s retirement will look the same, and not everyone’s has to. Maybe you’ll transition to part-time before fully retiring, or maybe you're looking [...]
Can and Will You Retire in a Crisis?
Life is unpredictable, and there are a number of events that can impact our finances, from global pandemics to personal crises. And while adjustments sometimes may need to be made to get back on track, no one [...]
How The Coronavirus Shutdown Could Affect You in the Long-Term
Recent events have everyone wondering when a sense of normalcy will return. But the answer isn’t as simple as hoping for a date when stay-at-home orders will be lifted. No one knows if there is a long [...]
Low Interest Rates, Market Volatility, and Your Retirement
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 [...]
Retirement Planning in a Volatile Market
The recent market volatility surrounding the coronavirus may have you concerned, especially if you’re approaching or already in retirement. Feelings of uncertainty, anxiety, and uneasiness are all common during any scary and volatile market. These feelings are normal and [...]
New Year, New Law Pt. 4: 4 Ways the SECURE Act Could Affect Your 401(k)
Here’s proof that funding retirement has changed: In 1970, 45% of private sector employees were covered by a pension plan.[1] Now, 4% are covered.[2] Pensions have largely been replaced by 401(k), IRAs, and similar retirement plans, and [...]
New Year, New Law Pt. 3: 4 Ways the SECURE Act Makes Saving for Retirement Easier
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is a response to a changing retirement landscape: Americans are living and working longer, working part-time in retirement, and are less likely to have the option to [...]
New Year, New Law Pt. 2: Time to Review Your Estate Plan
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is the biggest piece of retirement legislation to be passed in years. It will undoubtedly have a major effect on how many Americans approach retirement planning, and [...]
New Year, New Law: What’s in the Secure Act?
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 [...]