Football, pumpkins, crisp morning air and shorter days are all a sign of a new season. Fall is my favorite time of year and, although it may feel a bit different because of our current world health crisis, I’m going to do my best to enjoy as much of this season...
Last week the House Ways and Mean Committee released a bill detailing some changes to the tax code. We have been watching these events very closely and wanted to bring you an update. While the law is not in its final form, we wanted to make you aware of some of the...
The traditional approach to retirement planning involved selecting an age to retire, determining how much you want to spend in retirement and then saving and investing over time until you can finally stop working and live the life you want. While this traditional...
Many people dream of early retirement. For others, early retirement may be forced upon them due to downsizing by their employer. In either case, the issue of how to fill the health insurance gap between early retirement and their eligibility for Medicare is a key...
The 401(k) plan has grown to become the most popular type of employer-sponsored retirement plan in America. Millions of workers depend on the money they have invested in these plans to provide for their retirement years. An important consideration when you are...
The pandemic has been a trying time for most of us. Our normal daily routines have been disrupted, giving way to new ways of living. We have had to adapt and change to new habits and lifestyles.