How Will the SECURE ACT Affect You?
February 26, 2020

In December, the president signed new legislation to revamp much of our current retirement planning provisions. The SECURE Act aims to make retirement planning more accessible, and might help you out in other ways as well. Most of the changes, unless otherwise noted, went into effect on January 1, 2020….

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Give Yourself a Social Security Raise
August 1, 2017

Social Security just celebrated its 76th birthday. Despite the lack of cake and streamers, this financial assistance program continues to be the number one source of retirement income for Americans. But did you know that there are steps you can take to increase your Social Security benefits? Follow the proper…

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Your Retirement Paycheck
July 27, 2017

Today I’d like to discuss one way to generate a paycheck from your retirement savings. Immediate Annuities With an immediate annuity, a portion or potentially all of your retirement savings is given over to an insurance company in exchange for monthly income guaranteed to last the rest of your life…

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Six Retirement Trends
July 8, 2017

Today, most Americans are still in a state of uncertainty regarding the economy. Depending upon which side of the aisle you listen to, you’ll either hear “the economy is getting better” with references made towards low interest rates and increased consumer confidence or you’ll hear “nothing has improved” and indicators…

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Do I Have Enough Life Insurance?
June 25, 2017

I often find that individuals of all ages are underinsured with respect to life insurance. I feel that it is important for anyone over the age of 25 to really understand life insurance not only as a tool to protect loved ones, but also as a sound financial investment and…

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