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The New SECURE Act and Your Retirement

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was enacted in December 2019 as part of a larger federal spending package. This long-awaited legislation expands savings opportunities for workers and includes new requirements and incentives for employers that provide retirement benefits. At the same time, it restricts a popular estate planning strategy for

Rolling over your employer’s retirement plan

One of the most common questions we get from members of the public is, "What should I do with my old 401k?" If you're leaving (or have left) an old employer, and have a 401a, 401k, 403b, 457, SEP or SIMPLE IRA account from your previous job, you have three basic options available to you:

Podcast #4 – Exploring College Savings

Have a student nearing college, or thinking about saving for school for yourself? One of the most common financial goals for parents and grandparents, is being able to help your child pay for the increasingly high (and oftentimes ridiculous) costs of a college or university education. Planning ahead is very important. So is saving in

2020-01-11T02:00:14-07:00July 21st, 2016|Categories: College, Investing General, Media, Podcasts|Tags: , , , , , , , , |

Volatile markets this week – 11 things to remember

Markets this week have been spooked due to bad economic news coming out of China, the world's second biggest economy.  Remember that markets are always cyclical, and that no one can accurately predict the tops and bottoms of each market. Remember also, that media outlets need to grab your attention. So they'll do it with