Jan 22, 2020 | Investment Management, Money Stress, Retirement Plan
The Setting Every Community Up for Retirement Enhancement Act (SECURE) was passed in December of 2019. This bill was created to give workers access to retirement plan savings opportunities and to help prevent retirees from outliving their assets.Here are a few of the...
Jan 21, 2020 | Investment Management, Money Stress, Retirement Plan, Travis Maus
According to various studies and publications, the average age of financial advisors is somewhere between 51 and 55 years, with 38% expecting to retire in the next 10-years. But does the age of your financial advisor really matter?For most of your life, a financial...
Jan 15, 2020 | Amy Michaels, Money Stress, Retirement Plan
Like every New Year we start with the best intentions by setting goals for ourselves.From our own personal experiences, we realize that a lot of these goals are already broken early in the year, so we decided to focus this article on habits to work on rather than...
Jan 15, 2020 | Amy Michaels, Money Stress, Retirement Plan
Yes, we all hate the word “budget,” but one thing many people don’t realize is that the word budget can mean a lot of different things. It doesn’t necessarily mean that you have to set strict limits for yourself on all your favorite things (dining out, shopping,...
Jan 14, 2020 | Amy Michaels, Money Stress, Retirement Plan
As we embark on a New Year and a new decade, this is the time we all begin to take stock of where we are, and we think about ways to improve our overall lives and well-being. What can we do this year that we may not have gotten around to last year? How can we be...
