As you may know, Congress recently passed a $1.7 trillion omnibus spending bill. Included within its 4,100+ pages is new retirement legislation known as the “SECURE 2.0 Act of 2022.”  Several months ago, I provided a preview of SECURE 2.0 based on initial legislation passed by the House of Representatives.  As promised, I am following […]

Well, I don’t know about you, but it’s hard to believe it is already December. With 2023 just around the corner, here are some key financial planning figures that might be helpful to keep in mind for the new year: Source: IRS.gov **** If I can assist you with any financial planning/investment matters, please let

Despite continued polarization in our nation’s capital, there’s at least one issue that appears to have strong bipartisanship support: bolstering our nation’s retirement savings. Earlier this year, the U.S. House of Representatives overwhelmingly passed the Securing a Strong Retirement Act by a 414-5 vote. This bill, commonly known as SECURE 2.0, follows in the footsteps

For many, health insurance and health care services are likely to be among the largest expenses in retirement. The fact that health care costs have historically risen faster than the rate of overall inflation can be a source of concern for retirees and those contemplating retirement. Furthermore, unlike other nondiscretionary costs during retirement, health care

2022 has proven to be a difficult year so far for investors, largely due to inflationary pressures and rising interest rates. Major stock indexes are down by double-digit percentages. And though they have not dropped as much as stocks, bonds, in aggregate, have fared poorly as well. Particularly during challenging market environments, it is essential