The Pros and Cons of Secure Act 2.0
Some rules are changing around retirement accounts.
5 Tips for keeping the promises you made to yourself
If you are like me, you have made plenty of promises to yourself that you haven’t kept. Here are five tips to help make it easier for you to keep your financial promises to yourself.
Your 4-part plan for financial health in 2023
When the time comes, will they find you prepared — or will those you love suffer the consequences of your mismanagement and procrastination? Your opportunity to seek professional help is now. Don’t let it pass you by.
Planning for your future – Just do it!
The same excuses generations of people have used may be the same ones you are using today. What are your excuses?
There’s no time like now to plan for retirement
Want to retire in good financial shape? Here are some tried-and-true tips from local experts Kathy Rogers and Janera Harvey.
Don’t find yourself in a financial horror story
Like all scary stories, mine opens peacefully. You and your spouse are enjoying your retirement. Your health is good, and you are doing all the things you dreamed of together. Then, suddenly and tragically, you lose your spouse. As you struggle to deal with your grief, the next trauma comes. You discover that the documents you signed several years ago when your spouse retired don’t have a loophole, and in addition to losing your spouse, you’ve also lost a substantial portion of your income.
