Here Are 4 Things Retirement Savers Should Know After the Cares Act and Secure Act Between the Secure Act and the Cares Act, retirement savers and retirees are grappling with a number of changes designed to enhance the durability of savings as well as emergency provisions meant to ease …
The SECURE & CARES Acts Impact on Retirement: What Your Clients Need to Know Now
The SECURE & CARES Acts Impact on Retirement …
How To Buy Life Insurance During The COVID-19 Pandemic
How To Buy Life Insurance During The COVID-19 PandemicIf you’re shopping for life insurance, you might encounter some new processes and temporary roadblocks due to COVID-19. If you’re new to buying life insurance, you may not realize that those who shopped a few months ago may have had a different …
How to Get a Loved One to Visit an Estate Planning Attorney Before It’s Too Late
How to Get a Loved One to Visit an Estate Planning Attorney Before It's Too LateIf there's a family member or a friend in your life who refuses to do their will and get their estate in order, here are some tips to finally get them to take action.Not long ago I wrote about “Mario,” an exceptional …
Retirement and Estate Planning Opportunities after the SECURE Act
Retirement and Estate Planning Opportunities after the SECURE ActHave a big IRA or a trust? Your strategies for limiting the tax burdens on your beneficiaries may have just changed ... a LOT.If you haven’t learned by now, the Setting Every Community Up for Retirement Enhancement Act (known as the …