
Weekly Newsletter
2020 Year End Review of Recent Retirement Plan Changes
Over the last year, both before and after the current pandemic, there have been multiple law changes that have impacted retirement plans and retirement benefits. There have been many articles and constant commentary on these changes, but as we reach the end of 2020,...
The special retirement plan rules of 2020: What you need to know as year comes to end
The COVID-19 pandemic has upended just about everything this year, including retirement planning. Enough new rules governing Individual Retirement Accounts and workplace 401(k) plans were introduced that a year-end review is in order. Congress enacted many of these...
Marshmallows and Social Security
Should US retirees delay claiming Social Security until age 70, even if they have to spend savings until then? The Center for Retirement Research at Boston College proposes that strategy as a default option in retirement plans. What do Social Security benefits and...
Benefits of Fixed Indexed Annuities
Fixed indexed annuities (FIAs) address many basic retirement concerns: protection of hard-earned dollars, tax-deferred growth, balance, and lifetime income. Get some peace of mind — no matter what happens in the market. Consider these five key benefits: Guaranteed...
9 Signs You Are Not Financially OK to Retire
And one other reason to keep working Being ready to retire means more than being ready to stop waking up at 6:00 a.m. to put in long hours at a job you're not thrilled about. If it were that simple, most of us would retire at 25. What it really takes to retire is a...
Power-of-Attorney Abuse Can Drain Your Retirement Savings. Choose One Wisely.
Durable power of attorney is one of the most important and useful documents you will ever sign. It is also one of the most dangerous if it falls into the wrong hands. Your will controls what happens to your money after your death. But the power of attorney can...
Opinion: Why annuities can be a good addition to retirement investments
It’s a way to hedge against uncertainty The COVID-19 pandemic is making many Americans — whether they’re approaching retirement age or just starting out in their career — anxious about their finances, and retirement savings and plans. As a result, people are...
Americans Feel Anxious About Their Retirement Savings Amid Pandemic
Millions of Americans expect their efforts to save for retirement to be derailed, perhaps permanently, by the coronavirus pandemic. That’s the main takeaway from several surveys released in October that begin to create a snapshot of the retirement landscape in the...
5 retirement planning mistakes to avoid during COVID-19
Don’t let the pandemic derail your plans for retirement These days, older workers and retirees are understandably concerned that their retirement plans will be disrupted by the COVID-19 pandemic and the resulting economic downturn. There are concerns that pre-retirees...
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