Financial Guidance That Brings Clarity
CARES Act – RMD Update
June 24, 2020

Required Minimum Distributions, or RMD for short, have received a considerable amount of attention from Congress over the last six months. As touched on earlier this year by Thomas Talbott, the SECURE Act raised the RMD age to age 72 for certain individuals. For more details on that change, please take a moment to read […]

3 Ways the New SECURE Act Might Affect You
January 15, 2020

Setting Every Community Up for Retirement Enhancement Act, or better recognized as the new SECURE Act, was signed into law on December 20th, 2019. The bill’s intent is for folks to have opportunities to increase their “nest egg” by addressing a number of retirement savings and employee benefit changes. While there are numerous aspects to […]

The Future of Social Security
May 11, 2018

When we do retirement planning one question that often arises is whether or not you can count on Social Security being available when you retire. This concern arises each year when the Social Security trustee report is published and the media is looking for another catchy headline to grab “eyeballs” to the webpage or newspaper, […]