Home Office
retirement
-
The SECURE Act Explained
- January 3, 2020
- Posted by: Grant Cox
- Category: Blog, Regulation, Retirement
No CommentsOn December 20, 2019, President Trump signed the “Setting Every Community Up for Retirement Enhancement Act” into law. Better known as the SECURE Act, the law makes several changes to rules governing workplace retirement plans …
-
What your retirement plan is missing
- March 29, 2019
- Posted by: Grant Cox
- Category: Blog, Retirement
Congratulations if you’re one of the many Americans responsible enough to formulate a comprehensive retirement plan …
-
Marriage and Retirement: Preparing Together
- November 13, 2018
- Posted by: Grant Cox
- Category: Blog, Marriage, Retirement
The most important thing to remember when you and your spouse are starting to save for retirement is that you are both on the same team…
-
A Real Scary Story: Financial Elder Abuse
- October 30, 2018
- Posted by: Grant Cox
- Category: Blog, Retirement
It’s the Halloween season and people are getting their spook on, likely by visiting haunted houses, trick-or-treating or watching a scary movie with their loved ones. But the sad truth is friends and family are often the scary p art for elders suffering from financial abuse and exploitation …
-
A Quick Look at Traditional IRAs
- October 25, 2018
- Posted by: Grant Cox
- Category: Blog, Retirement
While 401(k)s and Roth IRAs usually come up in conversations about retirement savings, one type of account is often overlooked: the traditional IRA …
-
403(b) Plans: What Are They and Whom Are They For?
- October 23, 2018
- Posted by: Grant Cox
- Category: Blog, Retirement
If you or someone in your family has taught at a public school, you probably know what a 403(b) plan is. For everyone else, read on for the 411 on the 403(b) …
-
The Roth IRA: Should you have one?
- October 18, 2018
- Posted by: Grant Cox
- Category: Blog, Retirement
For those of you who have started researching retirement savings, you may have asked yourself “who is this Roth guy and what’s so great about his IRA?” Well, today we’re going to discuss the Roth IRA and Roth 401(k) so you can see what all the hubbub is about …
-
401(k) Basics: How a 401(k) can work for you
- October 16, 2018
- Posted by: Grant Cox
- Category: Blog, Retirement
The prospect of retiring may seem outlandish for many millennials and anyone else affected by the recession, but truthfully, retirement can be a reality for anyone who saves successfully …
-
Social Security Tips for Your Clients
- July 30, 2015
- Posted by: nextMarketing
- Category: Blog, Practice Management
When helping clients plan for Social Security, advisers need to conduct detailed research on each individual’s personal situation. In this article are a few general tips that all financial professionals should consider communicating to their clients.