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 …

New Year’s Resolution: $20 A Week For Your Future

Every year, tens of millions of Americans start the new year by committing to saving more money for their future. And like most New Year’s resolutions, within the first couple of months, that resolution goes from deep conviction to the credit card bill coming to an emergency cropping up . . . and then it is all but entirely forgotten …