How the Secure Act May Impact Your Retirement

How the Secure Act May Impact Your Retirement

As you may already know, the $1.4 trillion spending bill Congress recently approved, and which took effect on January 1st of this year, includes the bipartisan retirement bill known as the SECURE Act (Setting Every Community Up for Retirement Enhancement). This Act is...

9 Year-End Planning Considerations

9 Year-End Planning Considerations

It’s hard to believe that we’ll soon be turning the page on another calendar year! Amidst all the approaching holiday hustle and bustle, however, there are a few financial matters that also warrant your attention. Some are essential, others are im­portant; but all...

A Key Strategic Asset for Your Company

A Key Strategic Asset for Your Company

A Well-Designed Retirement Plan Can Become a Key Strategic Asset for Your Company: Here is the 6 Ingredient Recipe We Follow In this era of extremely low unemployment, a shortage of qualified and skilled job seekers, and high direct and indirect training costs, it is...

Financial Literacy

Financial Literacy

Critically Important yet Difficult to Attain According to the National Financial Educators Council, being financially literate means: Possessing the skills and knowledge on financial matters to confidently take effective action that best fulfills an individual’s...

Social Security & Retirement Income

Social Security & Retirement Income

Myths, realities, and how to better prepare Long gone are the days when most people could count on the income received from a company pension plan combined with their Social Security benefits to provide for a comfortable retirement. A generation ago, the vast majority...

Will Your Retirement Assets Last a Lifetime?

Will Your Retirement Assets Last a Lifetime?

The Longevity Challenge For most workers in our parent’s generation, the one-two punch of a healthy company pension combined with Social Security afforded a reliable retirement safety net. Back in 1975, more than 80% of private sector workers were covered by some type...

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