On December 19, 2019, Congress passed a major tax bill that has retirement and estate planning implications for millions of Americans. The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) made several changes to the rules governing companyREAD MORE
Author: Rick Brooks
Are annuities a good idea for meeting your investment and retirement goals? It depends. Under certain circumstances, the right kind of annuity can be very helpful. For example, a Single Premium Immediate Annuity (SPIA) can be a great way toREAD MORE
The stock market drop in February and March was the fastest drop of that magnitude on record. The recovery since late March has been equally breathtaking. In fact, many people we speak with are surprised that the broad stock marketREAD MORE
You’re going to be hearing a lot of people talking about how to ‘prepare your portfolio’ for the election results. I could make a case for lots of different possible outcomes, regardless of whom is ultimately elected. At the endREAD MORE
As of right now, it appears that the current outbreak of the COVID-19 pandemic may have peaked in most U.S. states. State and local lock-down orders are being eased, but it’s an open question as to what will pass forREAD MORE