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Lesser Known Provisions of the SECURE Act Thumbnail

Lesser Known Provisions of the SECURE Act

The SECURE Act was passed into law in late 2019 and changed several aspects of retirement investing. These modifications included modifying the ability to stretch an Individual Retirement Account (IRA) and changing the age when IRA holders must start taking requirement minimum distributions to 72-years-old. While those provisions grabbed the headlines, several other smaller parts of the SECURE Act have caught the attention of individuals who are raising families and paying off student loan debt.

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Your Emergency Fund: How Much Is Enough? Thumbnail

Your Emergency Fund: How Much Is Enough?

Bad things happen to the best of us, and sometimes it seems like they come in waves. That’s when an emergency cash fund can come in handy. Having an emergency fund may help to alleviate stress and worry that can come with them. If you lack emergency savings now, consider taking steps to create a cushion for the future.

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Pullbacks, Corrections, and Bear Markets.  What do they mean? Thumbnail

Pullbacks, Corrections, and Bear Markets. What do they mean?

The COVID-19 outbreak has put tremendous pressure on stock prices, prompting some investors to blindly and indiscriminately sell positions at a time when the entire market is trending lower. Worried investors believe "this time it's different." When the market drops, some investors lose perspective that downtrends, and uptrends, are part of the investing cycle. When stock prices break lower, it's a good time to review common terms that are used to describe the market's downward momentum.

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9 Facts About Retirement Thumbnail

9 Facts About Retirement

Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Regardless of what approach you intend to take, here are nine things about retirement that might surprise you.

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2020 Tax Code Changes: What You Need to Know  Thumbnail

2020 Tax Code Changes: What You Need to Know

Tax season is officially in full swing and while you’re probably focused on filing your 2019 tax return by the recently extended deadline of July 15, 2020, it’s never too early to begin preparing for next year. There are some cases in which the deduction amounts remain the same as 2019. For instance, medical and dental expenses, as well as state and local sales, are not changing in the new year.

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4 Areas of Your Estate Plan to Review in Light of COVID-19 Thumbnail

4 Areas of Your Estate Plan to Review in Light of COVID-19

Although COVID-19 related restrictions are beginning to ease, many people continue to help slow the spread by staying home and self-isolating. There are still unknowns related to the pandemic and how it will play out, undoubtedly keeping us all on edge. Over the past few months, we’ve been forced to face fears of falling ill, losing a job, spending time alone, etc. With these anxieties weighing on your mind, it may feel as though there’s a sudden need to get your affairs in order, just in case.

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