The Money Blog
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My wife and I have a deal, or rather, she has a deal, and I have no choice. The deal is that she dies first, because, as she puts it, “I can’t live without you, so I have to die first.” If only life were so cooperative. Living a life free of regret, a life free of anxiety, means plan...
On March 29, the U.S. House of Representatives passed a bill that could have a significant impact on your retirement strategy. The SECURE Act 2.0 must still pass through the Senate before becoming law, but it got through the House with an overwhelming majority of 414-5. The “2.0” version adds to...
At the end of 2019, Congress passed the most sweeping change to retirement rules in over a decade.1 Known as the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), this legislation went into effect on January 1, 2020, and impacts retirement and estate planning rules. Here a...
Fees are a common facet of an investment plan, but it's important to understand exactly what your fees are paying for. Oftentimes, people pay fees for static management, that isn't working for them, or fees for investment options that could be replaced by lower fee solutions that actually work be...