The Transamerica Center for Retirement Studies recently conducted an online survey of more than 6,000 people in the U.S. and found that many are feeling financially vulnerable. Americans are feeling…
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Here are six things you need to know if you or a family member has been furloughed—or laid off—from their job A furlough is an unpaid leave of…
Obviously, many of our clients are worried about the news, the headlines about coronavirus, and the drops in the stock market happening at the time of this writing. As you…
The SECURE Act has increased the age for required minimum distributions (RMDs) from 70-1/2 to 72 starting this year, 2020. If you turned age 70-1/2 in 2019, your RMDs were…
If you’re still working and contributing to a 401(k) or similar workplace retirement plan, there is some good news for the upcoming year. If you’re under age 50, the amount…
The best way to have a retirement you love is to plan for it! Here are some tips for success. 1. Create and keep a schedule Although you may have...
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When you hear the words “longevity risk” you may wonder what we are talking about. Longevity refers to “long life” or “length of life.” Simply put, longevity risk is the...
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The Individual Retirement Account (IRA) turned 45 on Labor Day. On September 2, 1974, the Employee Retirement Income Security Act, or ERISA, was enacted into law, introducing broad safeguards to...
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