Insights to Simplify & Inform Your Financial Life

For many, the idea of retiring is the American dream. Yet this “dream” is one of the most stressful life events.

Death, severe injury, and disability are not usual topics for the kitchen table, but are necessary to make sure your wishes are carried out, and that you are not subject to the default conclusions of the state law where you live.

The SECURE Act 2.0, tucked into the more than 4,000 pages of the $1.7 billion Consolidated Appropriations Act of 2023, was signed into law on December 29, 2022. Once again, retirement planning will never be the same for Americans.

On Tuesday, August 16, 2022, President Biden signed the landmark Inflation Reduction Act into law. While much attention is on the climate portion of the law, the Medicare part has the potential to change the lives of American retirees – with potential savings of thousands of dollars a month. Here are eight things you need to know:

With rising inflation rates, people continue to voice interest in I Bonds, as a hedge against the rising rates.

One thing we know about the hero is the ability to demonstrate integrity in the face of choice.