


Major Changes Brought by the Secure Act 2.0 and How it will Affect Your Retirement Savings
By Jonathan Bird, CFP® The SECURE 2.0 Act is here to make a difference in the US retirement system, bringing forth a range of modifications to strengthen the retirement system and enhance financial preparedness for all Americans. SECURE 2.0 became law on December 29,...
How to Make Investment Selections in Your Retirement Plan
By Margery K. Schiller, CFP® When thinking of investing for retirement, there’s many variables to consider. How to maximize earnings and minimize risk? In this article, Savvy Ladies volunteer Margery K. Schiller, CFP®, shares expert tips to make the smartest decisions...
Your Survival Guide to Unexpectedly Retiring Alone
By Amy Irvine, CFP®, EA, MPAS®, CCFC Retirement is an enormous transition in and of itself. Not to mention when you have to unexpectedly start that new chapter on your own. Retiring alone due to divorce or the loss of a spouse is overwhelming, to say the least. If...What Expenses You Can Eliminate in Retirement
By: Jen Smith Are you about to retire and worried about how you will manage expenses during your golden years? You need to know your income might reduce after retirement! As we review retirement it is important to be considering your expenses. Americans aren’t saving...Reaching Financial Independence On Any Income
By: Nadia Busseuil The movement is gaining popularity, but the news still hasn’t reached the majority of women. F.I.R.E. is an acronym that stands for Financial Independence Retire Early. Even if retiring early is not your main agenda, the premise of F.I.R.E. can help...Longevity Brings Increased Risk of Cognitive Decline (A Planning Issue For Women)
By: Michelle Petrowski, CFP®, CDFA Although not yet retired myself, years ago, when I was a young mother with 2 children under the age of 3, I became the caregiver to my dad, who was disabled in his mid-50’s. My parents had divorced after 30 years of marriage and...Roth IRA Conversions: The Time Is Now
By: Daniel G. Mazzola Early estimates peg the cost of the CARES Act, the package providing economic relief to Americans impacted by the COVID-19 pandemic, at $2 trillion. The government has run itself into an immense debt to give its citizens assistance, and the...
Retirement Contributions and College
by Ann GarciaPerhaps the most frequently asked question we get is how to balance saving for retirement and college. And I can’t answer that in a blog post because the right way to balance depends on your specific circumstances. We have told clients to pause retirement...