Financial Planning
Managing Your Financial Future
The Best Opportunity to Get Your Financial House in Order – Season 2: Episode 6
April 21, 2020
During normal times, it’s easy to put our financial lives on autopilot. Our 401(k) contributions happen without us having to do anything, many of our bills are paid with auto pay, and once we’re set up with the proper amount of life insurance, health insurance, and maybe long-term care insurance, we tend to resort to… View Article
Managing Your Financial Future
Why the SECURE Act Is So Important to You with Janean Stripe – Season 2: Episode 5
April 14, 2020
Between the CARES Act and the SECURE Act, both of which have been enacted, 2020 has turned out (so far) to be a year of change and uncertainty. The SECURE Act was passed in December of 2019, aiming to make retirement saving easier for individuals, increasing access to tax-advantaged accounts, and preventing older Americans from… View Article