Changes to Retirement Saving Incoming: Surprise, You’re Being Exploited!

Less than two years ago, in spite of all the political tensions that existed even before the 2020 election season and the year and half that has been COVID, Congress agreed on something. They agreed to a series of reforms to the rules of how retirement distributions work, revising decades of policy in a quiet end-of-year maneuver, passing easily through …

72 Is The New 65

65 has been the typical number thrown around when people are asked about when they want to retire. Learn how that number could be out of fashion and how to be better prepared in this week’s show.

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Briggs’ Beat on Retirement Savings Benchmarks

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.

Six Quick Facts About the SECURE Act and Your Retirement Savings

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 …

Qualified Retirement Contribution Day is Just 50 Days Away! Are you Celebrating?

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 …