Kim Basenback, CPF®, CeFT, and Mike Zarrelli, CFP®, EA, discuss retirement planning and walk through a retirement checklist in this Technical Tuesdays video. Retirement Planning Checklist Transcript Mike: Hey,
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Congress got busy right as 2022 came to a close with passing the SECURE Act 2.0. The SECURE Act 2.0 is a follow up to the original SECURE Act that
Are we in a recession today? That’s one of the key questions that investors and economists are asking, and there is no easy answer. A recession is a period of
By now you know that the U.S. is experiencing a fairly dramatic inflation rate. The Consumer Price Index rose 7.9% last year, and prices this year are surging as well.
As you start to get older in life, it’s natural to worry about the legacy that you are leaving behind. First, you’ll want to determine what you want your legacy
Kim Scott breaks down options for Social Security for singles in this week’s Technical Tuesdays video. She explains when singles can file for benefits, and how to decide when
Social Security Basics are important to know as we approach retirement. When to take Social Security is a difficult decision that most Americans will have to make. In Part
the roth ira vs. the traditional ira What is the difference between a Roth IRA and a Traditional IRA? In this week’s episode of Technical Tuesdays, Kim Scott, CFP®, FSA’s Director
Employer Match is a contribution made to your retirement plan by your employer and is dependent on your contributions to your plan. In our latest episode of Technical Tuesdays,