Date: January 2020

3 posts in January 2020

The SECURE Act Offers New Opportunities for Individuals and Businesses

January 24, 2020
Capital Building

The SECURE Act (Setting Every Community Up for Retirement Enhancement Act) is major legislation that was passed by Congress as part of a larger spending bill and signed into law by the president in December. Here are a few provisions that may affect you. Unless otherwise noted, the new rules apply to tax or plan…

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Closing Gaps in Your Insurance Coverage

January 24, 2020
Insurance

Buying insurance is about sharing or shifting risk, but you may think you’re covered for specific losses when, in fact, you’re not. Here are some common coverage gaps to consider when reviewing your own insurance coverage. Life insurance In general, you want to have enough life insurance coverage (when coupled with savings and income) to…

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Tips for Targeting Your Retirement Savings Goal

January 24, 2020
Piggy Bank

What if you’re saving as much as you can, but still feel that your retirement savings goal is out of reach? As with many of life’s toughest challenges, it may help to focus less on the big picture and more on the details. Regularly review your assumptions Whether you use a simple online calculator or…

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