Benchmarks and rules of thumb get thrown around all the time when it comes to retirement savings. Here’s an open conversation about how to put all those ideas into perspective.
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was recently passed by Congress as part of the year-end budget resolution. It has some important implications that merit substantial discussion, which I will cover in future podcasts and articles. This list is not a complete list of all the provisions, but does touch on the most common ones I … Read More
It’s that time of year again where your employer will likely be approaching you with a big envelope. In that envelope is a bunch of paperwork, including lots of things that don’t make sense or seem to apply to you. You know that in the packet is information you need to fill out and return about your health insurance, maybe … Read More
There are special days for all sorts of things – National Pizza Day (February 9th – I had BBQ Chicken), International Talk Like a Pirate Day (September 19th), and even International Tabletop Day (April 28th this year for you board gamers out there). So I am pleased to inform you that this year, April 17th is National Qualified Retirement Contribution … Read More