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The SECURE Act

The SECURE Act

Long-established retirement account rules change. The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, come some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear to amount to a...
2019 IRA Deadlines Are Approaching

2019 IRA Deadlines Are Approaching

Here is what you need to know. Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines. April 1, 2020 is the deadline to take your Required Minimum Distribution (RMD) from certain individual retirement...
Health Care Costs Are Cutting into Retirement Preparations

Health Care Costs Are Cutting into Retirement Preparations

This is happening in subtle and not-so-subtle ways.  You may have seen this statistic before or one resembling it: the average 65-year-old retiring couple can now expect to pay more than $250,000 in health care expenses during the rest of their lives. In fact,...