Category: Retirement Planning

How To Balance Saving for Retirement and Building Your Emergency Savings

When it comes to personal finance, there are several competing priorities that can make it difficult to determine where to focus your efforts. For many people, the choice between building emergency savings and working towards their retirement goals is one of the biggest dilemmas they face. So, which should you focus on first? To answer […]

SECURE Act 2.0 Retirement Savings Opportunities: How Can It Benefit You?

The 2019 Setting Every Community Up for Retirement Enhancement (SECURE) Act revised existing rules around retirement saving. In December of 2022, Congress passed, and President Biden signed into law, a follow-up package–the SECURE 2.0 Act, which focuses on legislation that can help strengthen the retirement system and improve retirement-savings opportunities. Some of the changes take […]

Retiring in a Bear Market: What to Know

With both stock and bond markets down so far in 2022, it’s an unsettling time for many new retirees and those considering retiring soon. Watching your retirement nest egg, that you will depend upon to fund part of your retirement, lose value can be disconcerting, to say the least. Understanding a Bear Market We have […]