by Phil Lebkuecher | Feb 28, 2020 | Personal Finance
Charles Dickens wrote in his book The Tale of Two Cities, “It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness.” That phrase comes to mind as I read the news. Today, the average person enjoys healthcare,...
by Laura Redfern | Jan 31, 2020 | Personal Finance
Many people are curious about how they get money from their retirement accounts once they have stopped working. This month, I wanted to help illustrate how distributions work, and the effects that unplanned distributions can have on a retirement portfolio. Let’s...
by Laura Redfern | Jan 7, 2020 | Personal Finance
On December 20, 2019, the SECURE Act (Setting Every Community Up for Retirement Enhancement) was signed into law, bringing with it significant changes to the retirement planning landscape. We believe some of the changes are positive, and some are not. If...
by Phil Lebkuecher | Dec 31, 2019 | Personal Finance
The new year means that one-fifth of this century is already history! For me (and I suspect some of you as well), it seems like just yesterday that we were ringing in the new century and waiting for the lights to go out because of Y2K. Now we are on the...
by Laura Redfern | Nov 27, 2019 | Personal Finance
I recently was on a community call hosted by one of my mentors, Susan Bradley (founder of the Financial Transitionist Institute), and the topic was how families navigate change during the holidays. The holidays are a time of emotional connection – which...
by Laura Redfern | Oct 31, 2019 | Personal Finance
Fall is “Open Enrollment Period” for many companies and an excellent time to revisit your employee benefits. Are you getting the most out of the options your employer is offering to you? Here are my top 5 tips on what to consider. Healthcare Tip: the H S A...
