In our previous blog/video we discussed the regulation (or lack thereof) of people who call themselves financial planners. That issue is intimately related to the lack of any formal requirement that financial planners have a designation or some other evidence that they have the education one would think is necessary to advise consumers competently. We …
Throughout the first half of 2020, citizens around the globe have been feeling the detrimental physical and financial impacts of the COVID-19 pandemic. As of April 21, 2020, deaths in America climbed above 39,000. Throughout March and April, families across the country have continued to practice social distancing and follow strict stay-at-home orders.1 On the …
Can I Still Retire? How COVID-19 Is Affecting Retirement Plans Right Now Read More »
In July of 2019, the House passed a new bill titled the “Setting Every Community Up for Retirement Enhancement Act,” or SECURE Act.1 The Senate approved the bill on December 19, 2019, and it was signed into law on December 20 by President Donald Trump. This sweeping bill offers several adjustments to our current laws surrounding …
The SECURE Act Has Passed. What Does it Mean for Your Retirement? Read More »
SYNCHRONY BANK (SEPTEMBER 1, 2018) – Climate change may well significantly affect your finances, be it because your home is now more at risk, or because you may be compelled to move to avoid severe weather. Here’s how to prepare your purse for an upcoming era of climate uncertainty.