by Jason Sechrist | Feb 16, 2023 | financial planning, retirement
New retirement bill means big changes for retirement and 529 plans Big changes are likely coming for Americans’ retirement savings. The changes, part of the Secure Act 2.0, were included in the sweeping end-of-year $1.7 trillion spending bill the Senate passed...
by Jason Sechrist | Jan 19, 2023 | retirement
A new AARP study finds a wide gap between how people feel about retirement planning and how prepared they say they are for life after work. A new study by national retirement advocate AARP found that on average 42% Americans do not feel prepared for retirement, even...
by Jason Sechrist | Jan 12, 2023 | estate
The holiday season is a time of family and reflection as we all are a year older. For the children of older parents there is also a question of how well their parents are able to manage their assets. This especially true when one or both parents are the founders of a...
by Jason Sechrist | Jan 5, 2023 | blog
When planning a nice vacation, consider factoring travel insurance into the total cost. That way, you won’t be tempted to skip it. While it may not seem like a necessity, it often can help you in the event of an emergency — especially if you’re traveling...
by Jason Sechrist | Dec 29, 2022 | financial planning, Investments, retirement
Lists of retirement advice for the year to come generally all sound the same—but that’s not the case this year. Retiring during a bear market is challenging enough. But the 2023 retirement outlook includes a host of other major threats, such as high inflation and...
