Secure or Not Secure Part II

Secure or Not Secure Part II

Is Your Retirement Really SECURE?  Part II Written by Conrad Slate Do you know about the new SECURE Act?  It’s the one passed by Congress in December that lets you postpone your required distributions (RMDs) from starting at age 70 ½ to age 72.   So far so good,...
Secure or Not?

Secure or Not?

Secure or Not? written by Conrad Slate Do you remember when “we have to read it to see what is in it”?  Well, we have a brand new law that will make a difference to almost every American who has a retirement account of almost any kind. The SECURE Act passed Congress...
Holiday Conversations With Your Children

Holiday Conversations With Your Children

by Conrad Slate I read a recent article that discussed how to use the time during the holidays to broach your estate plans with your children.  It’s pretty exciting stuff…”Come home to visit us and we’ll tell you how we are going to pass along what we have.” No, for...
Your Year-End Financial Checklist

Your Year-End Financial Checklist

Your Year-End Financial Checklist Six aspects of your financial life to review as the year draws to a close. The end of the year can help remind us of last-minute things we need to address and long-term goals we want to accomplish. To that end, here are six aspects of...
Creating a Retirement Strategy

Creating a Retirement Strategy

Creating a Retirement Strategy Most people just invest for the future. You have a chance to do more. Across the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they may live off their savings or investments,...
Measuring the Value of a Financial Advisor

Measuring the Value of a Financial Advisor

Measuring the Value of a Financial Advisor One study asserts that these relationships can make a difference for investors. What is a relationship with a financial advisor worth to an investor? A 2019 study by Vanguard, one of the world’s largest money managers,...