by grimesuser | Jan 29, 2020 | BLOG
The Secure Act was recently passed into law on December 20th, 2019. The Secure Act represents one of the most significant shakeups for retirees since the Pension Protection Act of 2006. As with most things, there are some positives and negatives that came out of the...
by grimesuser | Oct 9, 2019 | BLOG
Time truly flies! In a blink we are three quarters of the way through the year. The weather is cooling down and leaves are starting to change. Another milestone October brings is National Financial Planning Month. We know everyone has Financial Planning Month noted in...
by grimesuser | Jul 8, 2019 | BLOG
Children are told we don’t talk about money. We don’t ask people how much money they make for a living or even how much things cost. To an extent, this is fair, and children should be taught to respect privacy, but we cannot afford to stigmatize money topics as off...
by grimesuser | May 17, 2019 | BLOG
Investors may feel there is no end in sight when markets are heading downward. It can be difficult for investors to appreciate a down market could bring anything positive. Keep in mind however that we know down markets do not last forever. The average bear or negative...
by grimesuser | Apr 3, 2019 | BLOG
The IRS reported an average tax refund of $2,600 for 2017 taxes.1 Tax refunds can leave a family with a big question mark on how to best spend the funds. It’s your money and decision but our goal is to set the course for you and your family to have a more stable...
by grimesuser | Mar 25, 2019 | BLOG
Not everything in life is planned or predictable. Sometimes leaving an employer you’ve been with for 5+ years happens abruptly, and you are faced with many decisions, including how to handle your 401k or similar employer facilitated retirement account. In haste and...
