The Setting Every Community Up for Retirement Enhancement Act of 2019, popularly known as the SECURE Act, was signed into law in late 2019. Now called SECURE Act 1.0, it included provisions that raised the requirement for mandatory distributions from retirement accounts and increased access to retirement accounts. But it didn’t take long for Congress ...
2022 was a difficult year for many. We saw war in Europe, spiking energy prices, high inflation, a volatile stock market, a tense mid-term election, and interest rate hikes to name a few. The favorable economic circumstances we had in the 2010s (low-interest rates, low inflation, and modest economic growth) shifted last year. The economy ...
Long-term care includes a whole host of services that you may require to meet various personal needs. And eventually, around 60% of us will need assistance with things many take for granted, according to the Administration for Community Living, a division of the U.S. Dept. of Health and Human Services. Whether it is because you have been visited ...
Cybersecurity is “the practice of protecting critical systems and sensitive information from digital attacks.” You may not be in the business of defending critical infrastructure from online threats. But fraud, identity theft, and online scams that target your finances pose significant challenges for everyone in today’s digital world. Armed with knowledge, vigilance, and a healthy dose of caution, you can ...
What's the status of the TD Ameritrade/Charles Schwab merger? What do the new IRS Agents mean for you? What's happening in the global economy and how does that impact your investments? What's going on with digital currencies? Where are we now? What are we doing/monitoring in terms of your investments? Tune in to our webinar to hear our fiduciary advisors discuss ...
Age and poor health can quickly impair a person’s ability to deal with life’s many issues, including money. There are many avenues you may decide to take for a loved one (or you may recognize that you desire some assistance yourself). Below we cover a variety of arrangements for help at various levels of need ...
When markets are as volatile as what we’ve been experiencing, it can actually be a good time to make progress toward your long-term financial objectives. No matter what’s happening in the economy and financial markets, we’re always on the lookout for ways to bring you closer to your goals; even as we remain focused on ...
Falling markets and drastic headlines can tempt individuals to abandon their long-term investing plans. Their thinking might go something like, let’s wait until it’s over, hoping to catch the market at its lowest point before buying in. Or in rising markets, maybe they seek to sell most of their holdings near the peak. However, timing ...
Written By: Daniel Carnes Jaime Dimon is a name you will only hear over the major news outlets. And for good reason. He is currently the CEO of the largest bank in the world, JP Morgan. Since he’s in a prominent position in the world, it only makes sense that the news would take his ...
