The SECURE Act

Long-established retirement account rules change The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear to amount to a...

End of the Year Money Moves

Here are some things you might consider before saying goodbye to 2019   What has changed for you in 2019? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or professional life,...

A Retirement Fact Sheet

Some specifics about the “second act.”  Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you.   Up to 85% of a retiree’s Social Security income can be taxed. Some...

How Medigap Choices Are Changing

Plan F is fading away, and Plan G may gain more popularity Soon, two types of Medigap policies will no longer be sold. Seniors who enroll in Medicare in 2020 or later will be unable to buy Medigap Plan F or Plan C. These are the two Medicare Supplement policies that...