May 18, 2020

The Coronavirus: A Healthy Perspective

We have our first surprise of the year, the Coronavirus, in a largely negative way today. This negative impact is likely the first of several unexpected, […]
May 18, 2020

The SECURE Act and Your Retirement Savings

The Setting Every Community Up for Retirement Enhancement (SECURE) Act enacted in December 2019 as part of a larger federal spending package. This long-awaited legislation expands […]
May 18, 2020

College Cost Data for 2019-2020 School Year

Each year, the College Board releases its annual Trends in College Pricing report that highlights current college costs and trends. While costs can vary significantly depending […]
May 18, 2020

Do You Need Life Insurance

We’ve all heard about the importance of having life insurance, but is it really necessary? Often, the answer is “yes,” but it depends on your specific […]
May 18, 2020

New Spending Package Includes Sweeping Retirement Plan Changes

The $1.4 trillion spending package enacted on December 20, 2019, included the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which had overwhelmingly passed the […]
May 18, 2020

Reasons To Rollover A 401(k) And The One Reason Not To

New “fiduciary” rules have recently made even the staunchest proponents of rolling over your 401(k) to an IRA change their minds regarding the recommendation. As someone […]