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Understanding the SECURE Act and How it Could Affect Your Retirement

LEARN MORE ABOUT THE SWEEPING LEGISLATION DESIGNED TO FIGHT AMERICA’S RETIREMENT SAVINGS CRISIS In May 2019, the U.S. House of Representatives passed the Setting Every Community Up for Retirement Enhancement Act, commonly called the SECURE Act. Designed to help tackle our country’s growing retirement savings crisis, the far-reaching legislation spent months tied up in the Senate. On December 19, 2019, it passed the Senate with a 71 to 23 majority. Let’s take a look at a few standout provisions of the legislation and discuss what they could mean for you.

Insights
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Are You on Track to Meet Your Retirement Goals?

Do you find yourself wondering if you’re on track to meet your retirement goals? Are you saving diligently but still unsure whether it’s enough? A valuable benchmark to help you answer these questions is your net worth: that is, the number you’re left with when you add up your cash and other financial assets and subtract all your debts.

Retirement Funding
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How Can Entrepreneurs and Executives Prioritize Their Financial Objectives?

Everyone strives to be successful in their careers. You may spend long hours working hard to ensure the success of the company you work for or the one you’ve created. Success, however, is not only about what you produce at work and what you earn from that. Giving time to establish goals for your financial future will help you maintain financial security for the long-term. More often, career professionals work hard every day. They relate their income and future wealth to the compensation they receive from their jobs. There’s nothing wrong with it. However, if they want to achieve financial independence, they also must plan to maximize whatever they gained from their work for the betterment of their economic position.

Investing
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Managing Your Response to Behavioral Biases

Grow Financial Confidence and Prevent Panic Decision-making in Brief Downturns Introduction In the investment business terrain, there truly is no such phenomenon as a “sure thing,” and this is the reason our goals-based planning method takes into account the natural unpredictability of the market. In order to arrive at a safe middle ground, our strategy endeavors to invest assets in a way that even the worst of market situations have a less than total effect on any one portfolio. While there is no guarantee, prudent and science-based investing can help our clients weather the storm during market declines and benefit from the growth during periods of market upticks.

Investing