A Bucket Plan to Go with Your Bucket List

by | Nov 24, 2020 | Retirement

RETIREMENT  READ TIME: 2 MIN  John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies mean John and Mary may need to prepare for two or even three decades of retirement. We spend a great deal of time preparing...

How to Make the Tax Code Work for You

by | Nov 24, 2020 | Taxes

TAX  READ TIME: 4 MIN  By April 19, 2019, 137 million taxpayers had dutifully filed their federal income tax returns.1 And they all made decisions about deductions and credits – whether they realized it.  When you take the time to learn more about how it works, you...

Lesser Known Provisions of the SECURE Act

by | Nov 24, 2020 | 401K

RETIREMENT  READ TIME: 4 MIN  The SECURE Act was passed into law in late 2019 and changed several aspects of retirement investing. These modifications included modifying the ability to stretch an Individual Retirement Account (IRA) and changing the age when IRA...