Investing, Retirement Planning
As we kick off 2024, it’s likely going to be another interesting year – elections, geopolitical issues, and investment trends. I’d like to spend the balance of this focusing on the latter, as technology has led the way over the last four months. There are two...
Financial Planning, Retirement Planning
As you prepare for retirement, you may be wondering about the many financial decisions that come with this new stage of life. One crucial aspect of retirement planning is understanding Required Minimum Distributions (RMDs). In this blog, we’ll cover what RMDs...
Estate Planning, Retirement Planning
Trusts are a crucial estate planning tool that can help individuals protect and manage their assets during their lifetime and ensure their distribution after their death. Trusts can be categorized as either revocable or irrevocable, each with its own unique advantages...
Financial Planning, Retirement Planning
The Thrift Savings Plan (TSP) is an amazing opportunity for federal employees and uniformed service members to build a comfortable retirement. With its low-cost investment options and the benefits of tax-deferred growth, the TSP is the perfect way to reach your...
Investing, Retirement Planning
I think we can all agree on one thing: investing is hard. Not necessarily in a physically painful way – like stepping on a lego in the middle of the night. But emotionally. It is just tough at times. And 2022 was a great reminder. Before we go further, we would...
Financial Planning, Resource, Retirement Planning
Click here to view our Secure Act 2.0 Interactive Timeline. Located in the 4,100 page spending bill passed by Congress on December 29, 2022, you will find nearly 400 pages devoted to the second version of the Setting Every Community Up for Retirement Enhancement Act...
