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 …

The Ins and Outs of Health Savings Accounts

Our health and the cost of healthcare are some of the greatest risks to building and maintaining wealth in this generation. Medical debt accounts for more bankruptcies than any other financial event. Moreover, according to recent data from the Social Security Administration, a married couple has a greater than 50% chance of at least one partner living until age 90. …