Last week I shared two key ways the rules for retirement planning have just changed based on Congress passing what’s been called the “SECURE Act”. The rule changes I shared last week around distribution age and inherited IRAs can affect a broad audience. Below I share changes that I feel affect a smaller pool of… Continue reading Part II: Congress May Have Just Changed Your Retirement Planning
Part of coaching my clients through their retirement planning is being ready to make adjustments when the rules of the game change. And for many of my clients, the rules have just changed based on Congress passing what’s been called the “SECURE Act”. For some, the changes are a big deal and present new and… Continue reading Congress May Have Just Changed Your Retirement Planning
I’m reminded every morning how many “sleeps” are left before Santa comes. My boys (2/3) are very very excited to say the least! But I’m still in work mode and maybe you have some year-end items to take care of too? Be sure to make some time for financial planning before turning the page on… Continue reading 7 Year End Financial Planning Considerations
The year is quickly coming to a close. No doubt that you’ll speed through the holidays with busy schedules, parties, shopping and wrapping and hopefully some time focused on faith, friends, and family – the reasons for the season. That also means it’s close to the time when most people look in the mirror and… Continue reading Don’t be part of the 92%. Invest in Yourself in 2020!!!
My kids love to go to the park. It doesn’t matter which park it is. I’m pretty sure that we’ve visited every community park in the Lehigh Valley this year. But the Kutztown Park, our park, is still our favorite. It’s within walking distance from our house and includes a variety of equipment for all… Continue reading The Impact of Paying it Forward