Secure Act 2.0: What Matters to Retirees?
The Secure Act 2.0 overhauls, pioneers, and expands upon many new rules for retirement savers. But what are key provisions that new retirees should be aware of? The full text of the Omnibus bill text is here. What are the important retirement provisions? Section 107: Increases to RMD ages for some retirees Effective immediately, certain […]
Are Retirees Being Real?
The annual Retirement Confidence Survey consistently shows retirees’ expectations pre, and post-retirement may not always be realistic for specific areas of retirement planning. A realistic financial plan will consider all variables and any high-risk scenarios. Being real with expenses Expenses are one of the most disliked aspects of developing a financial plan. It’s impossible to determine the […]
‘Qualifying’ Yourself for Long Term Care Insurance
Considering or not considering Long Term Care Insurance is a personal choice. By reading this article, you are saying you are open to the concept of Long-Term Care Insurance for later years in retirement. If you don’t believe in the idea, or the decision has already been made, then you can probably save yourself the […]
