The SECURE Act created the most significant changes to retirement plans since 2006. This included raising the required minimum distribution age for retirement accounts. How does the SECURE Act affect your retirement income and tax planning? Hi, I'm Kyle Barclay,...
Why should you never write a check to your favorite charity? Because there are better ways to support the causes that you care about. Watch this video to learn about two strategies that will mutually benefit both you and the organizations that do good for others....
By now, you've undoubtedly heard the news that the Social Security Administration (SSA) will increase benefits by 8.7% in 2023, which exceeds last year's boost of 5.9%, and will be the largest increase since 1981. The annual increase to Social Security...
What should you know about a financial advisor who you are trusting to help you with some of your life’s most important decisions? On this podcast our special guest is Tony Schmitt, President and CEO of GreenUp Wealth Management, who discusses 12 questions you...
Have you ever had a conversation with a friend or family member that starts off sounding something like this? “When I retire, I’m going to….” Odds are, you have either had this discussion or spent time at work dreaming of all the things you will do once you retire....
Have you ever been around children? If you have, you know that as children leave a room, they typically do not clean up after themselves and leave a mess of toys behind. Like most children, when people leave their place of employment, they typically leave their...
Do you remember when employees envisioned their dream retirement being funded by their trusty pension plan? Prior to the late 1970s, employer benefits were slim and pension plans predominated the landscape of benefits packages. Since 1978, however, benefits began...
Spring is here and those of us with a green thumb are deciding what to plant in the garden this year. Planning what you want your garden to look like in the future will determine which seeds you plant in the ground today. Similarly, planning what you want your...
Why You Need to Save and Invest for Retirement I am sure you have read articles recommending that you need to save X amount of dollars to retire. While the number provided may be a helpful baseline, much of that advice does not address the reason you need to start...
INFLATION! The financial news media has latched onto a recent rise in inflation creating concern among some investors. The question is: should you worry? The answer depends on long term trends, your financial situation, and your overall financial plan....
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