Changes are coming to Social Security for 2021

Social Security can be confusing. There are so many decisions to make – coordinating benefits with your spouse, when to start collecting benefits, and more. That’s why we hosted a webinar to cover your questions about Social Security planning issues. And there are some important changes coming to Social Security in 2021 that we want to highlight: Social Security[...] Continue reading
14 January, 2021

Business owner exit planning amid COVID

2020 has been incredibly challenging for everyone, and now that we’re almost in a new year it’s a good time for business owners to reevaluate their plans. The COVID-19 crisis has presented a number of obstacles for business owners, many of whom are aging baby boomers. Pre-pandemic, many businesses were anticipating a positive trajectory and potential growth –[...] Continue reading
22 December, 2020

Don’t leave money on the table at year-end

At the beginning of the year, the SECURE Act gave retirees the ability to delay taking their Required Minimum Distributions (RMDs) until the age of 72. A few months later, the CARES Act provided many Americans with relief throughout the COVID-19 pandemic. But with the year quickly coming to a close, there are actions some investors need to take by December 31 to ensure[...] Continue reading
17 December, 2020

Your Emergency Fund – How Much, Plus Why, How, and Where

It is times like these that stress the importance of planning a healthy savings strategy and how much of an emergency fund you should have. If you are experiencing your own personal recession amid these times of Social Distancing and are among the almost 40 million Americans that have filed for unemployment since March, this probably is not your top priority. Times of[...] Continue reading
26 May, 2020

Should you work past your retirement age?

It’s common for investors to hear that they should delay retirement and work for an additional few years. Although the benefits and implications that come along with working past retirement age may seem obvious, it doesn’t always register how age can impact retirement savings. The amount of money they’ll need to live on in retirement is a function of what it will[...] Continue reading
28 January, 2020

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