What is The SECURE Act? To keep you up to date on changes that may impact your financial life, below is a summary of the SECURE ACT. Setting Every Community Up for Retirement Enhancement Act or SECURE Act was passed by the Senate on December 19, 2019. This Act puts...
We‘ve probably all have seen the ads focusing on knowing “your number” for retirement. But making the transition to retirement after decades of working is one of life’s major transitions. Money is certainly important, but there are other considerations as well. Don’t...
We’ve talked in previous posts about how you – your time, talent, skills and experience – are your most valuable asset. It’s not your financial accounts, nor your home or other “tangible” assets. It’s you and your ability to earn income. Many of us spend a lot...
The Super Bowl hits a little closer to home this year as our Kansas City Chiefs were so close to making it to the biggest event in football for the first time since before I was born. Now, most of the Midwest and Tom Brady haters everywhere are all suddenly rooting...
Principal, Lucas Bucl, CFP®, was featured on KCUR 89.3’s Smart Money Experts podcast segment, “Getting the Most out of Your Social Security Benefits”. The Smart Money Experts covered the current state of the program, ways to stabilize it, and common mistakes people...
