Last week we hosted a Medicare Seminar with Maria Schenk of Sheridan Benefits. For a recap, view the presentation on our You Tube Channel. Maria highlights a great deal of information and can be contacted with questions.
5 Ways Financial Planning Can Help
Most of us know we should save money. But when it comes to actually doing it, people tend to fall into two camps: non-planners and planners. Non-planners typically save when they can, perhaps putting a small amount into a workplace retirement plan, hoping that everything will work out in the long
Saving for College
There's no denying the benefits of a college education: the ability to compete in today's job market, increased earning power, and expanded horizons. But these advantages come at a price. And yet, year after year, thousands of students graduate from college. So, how do they do it? Many families
Plan Sponsors: Coronavirus Relief Measures
In March 2020, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act, which included several provisions designed to help retirement savers cope with the financial fallout from the pandemic. Among these temporary measures were special rules for required minimum distributions,
2020 Mid-Year Outlook: Moving at Warp Speed
There is nothing normal about the nature of this cycle. We have never seen a health crisis morph into an economic crisis by virtue of a government-mandated full-stop shutdown. The S&P 500® index dropped 34% from February 19th to March 23rd – and then rebounded almost as swiftly. In keeping
Social Security and Medicare Face Financial Challenges
Most Americans will eventually receive Social Security and Medicare benefits. Each year, the Trustees of the Social Security and Medicare Trust Funds release lengthy reports to Congress that assess the health of these important programs. The newest reports, released on April 22, 2020, discuss the
Think Twice Before Speculating on a COVID-19 Cure
As hundreds of companies race to develop vaccines and drug therapies that could help end the COVID-19 pandemic, news reports on successful or failed trials affect individual stock prices and can trigger swings in the broader market.1 Understandably, this highly contagious virus — and its severe
Update on SECURE and CARES Act
We wanted to share two recent bills that have been passed by Congress and what it means for your finances. The Setting Every Community Up for Retirement Enhancement Act (SECURE) Act This was signed into law in December. Here are some of the highlights: Extended Required Minimum