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The Flyer:

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The SECURE Act: Its Impact on your Retirement Planning Thumbnail

The SECURE Act: Its Impact on your Retirement Planning

In late May 2019, the House passed the Secure (Setting Every Community Up for Retirement Enhancement) Act by a bipartisan majority (417-3). The bill currently awaits passage by the Senate. Many analysts expect it to pass substantially as-is, although there is some squabbling over revised rules for 529 plans (college savings plans). The impetus behind the bill is to help rectify the looming retirement crisis – the majority of Americans are not on track with their retirement savings. One goal of the act is to incentivize employers to put retirement plans in place.

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The Savings Crisis:  Why Are Americans so Ill-Prepared? Thumbnail

The Savings Crisis: Why Are Americans so Ill-Prepared?

Financial Stability does not have a simple definition in terms of the American household. We polled friends, family and clients to see how they would define it. Most of our responses alluded to having enough money to cover your bills and being able to address emergencies. One response was very direct and simply stated, “Uncommon.” My favorite response was, “when your kids move out of the house.”

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Client New Year Q&A  Thumbnail

Client New Year Q&A

Happy New Year! Each new year brings new challenges in the market and new rules issued by Congress! The following are real questions posed by real clients. We hope that you find an answer to some of your questions here as well. Continue sending questions to any of our advisors to make this regular newsletter section up-to-date and relevant for other clients.

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