The SECURE Act (or “Setting Every Community Up for Retirement Enhancement Act”) was passed at the end of 2019, with most provisions going into effect on January 1, 2020. It’s not often that such sweeping legislation is passed, and while it’s not a massive upheaval, the new rules are expected to cause changes to some retirement strategies. For others, new opportunities may be revealed…
With the arrival of spring comes inevitably the time for spring cleaning. And what better to spring clean than your finances? So, how do you spring clean your finances? How do you prepare your wealth for the summertime? Get out your metaphorical broom and sponges and let’s get started.
Protecting yourself from identity theft is essential, and in order to truly secure your financial life, you must take a number of steps. From the information you share on checks to the online passwords you create, thieves can steal your identity in a variety of ways. To help proactively prevent identity theft, begin by following these tips…
The vistas. The glorious landscapes. The sunsets. The
quaint towns, the adventures. The sights and sounds of
traveling. All of it. But is it lost once you retire?
Diversification helps balance out the two aspects of investing: risk and reward. Diversifying your portfolio of investments by investing in emerging and foreign markets outside the United States can help you in the long-term.
As we embark on a new decade, it’s
natural to wonder about what lies
ahead. A century ago, they called them
the “Roaring Twenties,” but what will
be the hallmark of this era? We can
be sure it will bring both challenges
and opportunities. The new year is a
great time to evaluate our goals, make
course corrections, and give ourselves
permission to dream big.
Everything you own, right down to that set of fancy golf clubs, may be part of your estate once you’re gone, and a comprehensive estate strategy is crucial for multiple reasons. But a truly great estate strategy protects more than just your wealth: it also helps protect those you love, easing the stress they may experience upon your passing. For many of us, our non-human loved ones are part of the family. Let’s take a look at how you can provide for their future.
As we go through life, we pass milestones that mark transitions into different phases of life. Financial transitions accompany these turning points. Our goals change and our priorities shift in response to these changing life needs.
Charity. It’s just a 3-syllable word, but it reaffirms the deeper side of the human heart: its innate desire to sacrifice for love’s sake, its selfless acts of improving the lives of others, and its humble expressions of caring and compassion. This is where life ought to begin.
Keeping your house warm in the winter or cool in the summer can
get costly during more severe seasons of weather extremes.
While paying our utility bills may seem unavoidable, what if we
could cut costs by harnessing the energy of the sun?
