by Hannah Moore | Apr 1, 2020 | Financial Planning, Retirement, Taxes
The SECURE Act, or “Setting Every Community Up for Retirement” Act, became law on December 19, 2019. The idea behind this bill is to make retirement savings less complicated, and to simplify the rules of IRAs and other retirement funds. If you were over the age of...
by Hannah Moore | Mar 4, 2020 | Financial Planning, Retirement, Taxes
Whether you’re soon to be retired or are newly retired, it’s important to understand how taxes will change for you. Recent tax code changes and legislature are also affecting 2019 tax season, so we’re sharing a few things you should know. Retiree Taxes and...
by Hannah Moore | Feb 13, 2020 | Financial Advisor, Financial Planning, Financial Transitions
Making the decision to change careers is exciting. You can easily get caught up in the fervor of leaving behind an old job and experiencing something new. But before you make that switch, be sure you know what you’re giving up and what you’re getting in return. Avoid...
by Hannah Moore | Feb 7, 2020 | Financial Advisor, Financial Planning, Financial Transitions
Times are changing, and so is the American workplace. Companies no longer offer pensions to employees today. Generation Xers carry the most student loan debt of any generation at nearly $40,000 per borrower. Baby boomers have the second-highest average student loan...
by Hannah Moore | Feb 5, 2020 | Couples and Money, Financial Planning
Let’s set the scene: a newlywed couple is discussing their financial values. She wants to travel to Europe and experience the finer things in life. He wants a saving strategy to pay for their retirement and day-to-day expenses. Because she values experiences and...
