Archive for January 2020
Episode 61: Six Key Changes in the SECURE Act, Part 1
Are you wondering what the SECURE Act means for you? Whether you are in your childbearing years or 70 and a half, the changes will impact you and your financial plan.
Read MoreTop 7 Reasons To Roll Over Your 401K To An IRA
The benefits of rolling over your 401(k) when you leave a job The Bottom Line Whenever you change jobs, you have several options with your 401(k) plan account. You can cash it out, leave it where it is, transfer it into your new employer’s 401(k) plan (if one exists), or roll it over into an…
Read MoreEpisode 60: How To Plan For Long Term Care Needs
While it’s not a fun topic to consider, long term care is an important part of a financial plan. Do you know how you plan to address long term care needs?
Read MoreEpisode 59: The Good News and Bad News In Financial Situations
Do you want the good news or the bad news first? When it comes to financial situations, you hope to not have any bad news. In these four statements, David explains why the good news to follow isn’t really enough to soften the bad news.
Read MoreCreating A Retirement Strategy
Most people just invest for the future. You have a chance to do more. Across the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they may live off their savings or investments, plus Social Security. They know this, but many of them do not know when, or how,…
Read MoreEpisode 58: 5 Financial New Year’s Resolutions If You’re Over 60
As you enter the new year, do you have these items on your list of resolutions and to-dos? For those over 60 years old, this list will help you gain the clarity and confidence in your financial direction.
Read More2019 IRA Deadlines Are Approaching
Here is what you need to know. Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines. April 1, 2020 is the deadline to take your Required Minimum Distribution (RMD) from certain individual retirement accounts. April 15, 2020 is the deadline for making annual contributions to…
Read MoreEpisode 57: 5 Financial New Year’s Resolutions If You’re Under 50
If you’re under 50, this list of financial resolutions is the perfect way to start of your year. Having these financial details in place will give you a direction and peace of mind as you enter into the new decade.
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