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Navigating Your Required Minimum Distribution

Navigating Your Required Minimum Distribution

Understand the IRS’s calculations and tables. As much as you would like to, you can’t keep your money in your retirement account forever. These investment vehicles include 401(k)s, IRAs, and similar retirement accounts.1 Under the SECURE Act, once you reach age 72,...
End-of-the-Year Money Moves

End-of-the-Year Money Moves

Here are some things you might consider before saying goodbye to 2020. What has changed for you in 2020? For many, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind? That’s one step. Did you retire? There’s...
Group Life for a Growing Business?

Group Life for a Growing Business?

Companies adding employee benefits may want to consider it. As companies grow and add employees, they also add employee benefits. Retirement and medical plans can be provided, but what about group life insurance? Group life on the menu? Owner-operators know that group...
How to Stay Healthy as You Age

How to Stay Healthy as You Age

Well-being is one of the most admired mental and physical states for many people in their sunset years. For now, there is no consensus around a common definition of well-being, but there is general agreement that at a minimum, well-being includes the presence of...