Intro to SECURE Act 2.0

The SECURE Act 2.0 is an update to 2019's original SECURE Act — or the Setting Every Community Up for Retirement Enhancement Act. The first version of the SECURE Act brought numerous changes to required minimum distributions (RMDs), traditional individual retirement account (IRA) contributions, annuity offerings, and 529 plans. The SECURE Act 2.0 seeks to expand[...] Continue reading

How Does Multigenerational Planning Work?

How Does Multigenerational Planning Work? With changing family dynamics across generations, financial plans should focus on the goals and intentions of individuals, couples, or families. Families are more interconnected now than ever, and multiple generations are essential to consider when creating a plan and legacy. As you continue to grow your personal wealth, it's[...] Continue reading

How Do You Replace an Income Stream During Retirement?

As you prepare for retirement, you may be looking forward to some deserved time for relaxation, travel, and hobbies. Determining how to replace an income stream so you can fully enjoy your retirement is an essential step in the process. How to Finance Your Retirement You can take several steps to prepare financially for retirement: Calculate your expenses:[...] Continue reading

Retirement Savings Beyond a 401(k)

Written by: Nathan Boxx, AIF®, CFP® | Director of Retirement Plan Services Maxing out your 401(k) Profit Sharing and want to save more? If you are: A business owner, executive, part of a physician’s group, etc. 50 years or older Consistently maxing out your 401(k) at $61,000 plus $6,500 Then it is time to consider a cash balance plan. What Is a Cash[...] Continue reading

Market Update May 11, 2022

As we outlined in our early-year outlook commentary and presentations, we thought 2022 would be a “reset” year for equity markets. The extraordinary returns investors enjoyed over the previous three years left equity valuations high and markets susceptible to unforeseen outcomes – such as – more persistent inflationary pressures, surging bond yields, and[...] Continue reading