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Retirement SECURE-ity
New legislation is rewriting the old rules for retirement. From small business tax incentives to raising the RMD (Required Minimum Distribution) age, Traci explains how the SECURE Act could impact you.
New legislation is rewriting the old rules for retirement. From small business tax incentives to raising the RMD (Required Minimum Distribution) age, Traci explains how the SECURE Act could impact you.
You’ve dreamed about it. Planned for it. Spent decades saving for it. But what if you retire and realize you’re just not happy? It’s a dilemma many are reluctant to admit, no less talk about. Now,
Are you worried about cybersecurity? If you’re not, you should be.
Many of our clients have the sandwich responsibility. They’re providing care for their own kids and their parents as well. When they ask me what I see as a concern for their folks or in-laws, I
It’s an adventure – as Traci recently discovered when her 13-year-old son went on an Amazon shopping spree: Tommy wanted to upgrade his Xbox gaming console, and give his old one to his little brother as
So you’ve adopted the first 3 wealth-building habits:
You Pay Attention.
You Avoid Bad Debt.
You Live Beneath Your Means.
Now it’s time to get serious about saving.
Keeping up with the Joneses costs a fortune. You’ll need more money coming in than going out. Otherwise, you’re not building wealth. You’re building a mountain of debt.
Thanks to Siri and autocorrect, it’s pretty easy to breeze past hard to spell words without giving them much thought. That’s why we’re so glad you took a moment to accept our challenge. Each year, The
Imagine buying a house without asking the price.
That’s essentially what you’re doing if you take out a loan or rack up credit card bills without fully understanding what you’ll actually pay to pay off that
You’re driving down the highway when smoke starts billowing from under the hood. Do you keep going, hoping the engine fire will magically put itself out?
Of course not. You pull over and face the