Retirement planning made simple.
stay in the know
Check out the latest insurance happenings, information about our workshops and important news that might impact your health insurance, retirement or investments. So keep checking in. We’re glad to have you reading along.
What to do after you max out your 401(k)?
Are you one of the more than 58 million Americans who use a 401(k) plan to save for retirement? As of the end of 2019,
Potential Investment Opportunities During a Difficult Time
The stock market crash of 1987. The tech bubble in the early-2000s. The financial crisis of 2008. And now, the coronavirus pandemic. What do all
Are “Penalty-Free” 401k Withdrawals Free?
On March 27, the government passed the Coronavirus Aid, Relief, and Economic Security Act, otherwise known as the CARES Act. The Act had a wide
What’s Next for a COVID-19 Economy?
The economic fallout from the coronavirus pandemic continues, even as states start to reopen restaurants, retail stores, and other businesses. The crisis brought an end
Financial Moves to Consider in a “Down” Year
It’s hard to find good news in today’s economic environment. COVID-19 single-handedly brought an end to the longest bull market in history and ushered in
Is it time for an economic recovery?
The first half of 2020 has been a rollercoaster ride. The COVID-19 pandemic completely altered our way of life and threw the economy into a
5 Ways to Reduce Your Taxes in Retirement?
What are the biggest expenses you’ll face in retirement? Healthcare? Housing? Travel? All of those costs could be significant, but one of the biggest could
Is a resurgence threatening our recovery?
The United States set a somber record on Thursday, July 16, 2020, with more than 75,000 new COVID-19 cases. In fact, the U.S. set new
COVID Economic Update: Is a Second Stimulus on the Horizon?
As the COVID-19 pandemic stretches into its seventh month, leaders in Washington are debating a second stimulus bill. On August 8, President Trump signed executive