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Retirement

[Video] Recent SECURE Act Changes In 2020

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STEPHEN SMALENBERGER, EA® & TREVORE MEYER, CFP®, CKA® [Video] Recent SECURE Act Changes In 2020 In the last few weeks of 2019, the President signed into a new law the SECURE act. It has quite a few changes for retirees and pre retirees. And we figured this would be worthwhile to bring Steve on and talk…

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[Video] Income Affects Medicare

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MICHELLE SMALENBERGER, CFP® As you near age 65 it’s very common you may be thinking about retiring. And something that comes with that is your health insurance because it was provided, usually by your employer. And now you are thinking, “How am I going to pay for health, health costs, and health insurance?” This is…

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Does It Pay To Switch Jobs?

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Does It Pay To Switch Jobs? It’s an age-old debate: Are you better off from a career standpoint staying at one company for the long-term or switching jobs occasionally? Fortunately, we have some interesting data on wage growth that can help inform the debate! The Federal Reserve Bank of Atlanta publishes a data series that…

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