The SECURE Act, which passed in December 2019, aimed to make retirement savings less complicated for retirees. It kickstarted significant changes to contribution ages and required minimum distributions, and the law also affected inherited IRAs for many people. If...
The thought of planning for your financial future can feel overwhelming. You may not know where to start or what to do. And when it comes to tricky financial topics or complicated decisions, you may want an expert’s personalized advice. A Certified Financial Planner™...
Have you ever read a book or magazine profile about someone wealthy and felt a little jealous? Or maybe you’ve felt envious of a social media influencer or “self-made” entrepreneur talking about their latest trip to Bali or their private chef. Envy, disillusionment,...
The COVID-19 pandemic has taken a toll on the United States economy. In June 2020, the Bureau of Labor and Statistics reported that over 40 million people had been unable to work in the previous four weeks. After younger workers (25 to 34 years of age), Americans aged...
We’re halfway into 2020 and the coronavirus pandemic has undeniably changed our lives. As we adjust to our “new normal,” it’s easy to focus on those changes. But it’s important to think about the bigger picture, too. What does your career look like now, and what will...
Imagine you’ve had a retirement plan in the works for years, even decades. You’re ready to retire in 2020… and then, something completely unexpected happens. A global pandemic. There’s no denying that COVID-19 has changed our lives. For those nearing retirement age...
