Retirement Planning

How the SECURE Act Will Affect You

Congress recently passed – and the President signed into law – the SECURE Act, landmark legislation that may affect how you plan for your retirement. Many of the provisions go into effect in 2020, which means now is the time to consider how these new rules may affect your tax and retirement-planning situation. Here is ...

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Have You Planned

A recent survey of Americans showed that most of us – especially those of us who have not yet reached our fiftieth birthdays – put off retirement planning, for a variety of reasons. Many of us feel that retirement is too far off to start thinking about. Some Americans think that retirement planning makes them [&hel...

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Retirement Planning Overview

Most agree Social Security is a looming problem. According to President Bush, by the year 2042, the Social Security Administration will no longer have the available funds to fulfill its benefit obliga...

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