by Jason Sechrist | Jun 22, 2023 | financial planning, Investments
KEY POINTS If you want to sell your Series I bonds within five years, it’s important to consider the timing of the three-month interest penalty to maximize your earnings. Your I bond yield adjusts every six months based on your purchase date, not the U.S....
by Jason Sechrist | Jun 8, 2023 | retirement
How to Easily Understand Payout Rules Figuring out first which kind of beneficiary you are will make it easier to grasp the rules and timing on required distributions. With the passage of the SECURE Act, there have been changes in required payouts for beneficiaries on...
by Jason Sechrist | Jun 1, 2023 | retirement
Here are 4 key tips for mapping out a game plan KEY POINTS Retirement confidence among both workers and retirees is dropping due to a lack of savings and high inflation, new research finds. If you’re approaching retirement, there are some key decisions to make that...
by Jason Sechrist | May 25, 2023 | College Planning
KEY POINTS It is not too late to apply for financial aid, or appeal for more — even for high school seniors or students currently enrolled. Financial aid is determined by income from past years, so if your financial situation has changed, so can your aid amount. Many...
by Jason Sechrist | May 18, 2023 | financial planning, retirement
The mental calculus of reaching your retirement savings goals can be exhausting. What is the right retirement age? How long will your nest egg cover your retirement expenses? Will your retirement plan give you enough annual income in retirement? These are important...
