by Alexis Grason | Dec 1, 2023 | Retirement Planning
How do you make your money last in retirement? This is by far, the biggest question pre-retirees have about retirement. Let’s face it, staring down 20-30 years of life without a paycheck can be anxiety provoking. To make your money last in retirement you need to have... by Alexis Grason | Aug 30, 2023 | Business Executives, Business Owners, Retirement Planning, Working Women
We’ve all seen those “o/s” shirts that are definitely NOT one-size-fits-all. Did you know that retirement planning suffers the same one-size-fits-all trope? In reality, retirement planning is one of the most unique journeys we go through in life. Read more to find out... by Bryce Thompson | Jun 21, 2023 | 401k, Retirement Planning, Uncategorized
Delta recently announced the introduction of a new Market Based Cash Balance Plan (MBCBP) intended to supplement their current 401(k) plan. (“Negotiators’ Notepad 23-17,” 2023). This new MBCBP is a supplemental plan that offers the opportunity for Delta pilots to... by Lauren | Jan 27, 2023 | Investing, Retirement Planning, Tax Planning
Ready for round 2? At the tail end of 2022 Congress passed legislation known as the SECURE Act 2.0 which was signed into law by President Joe Biden on December 29th, 2022. There are a number of important retirement planning changes included in this legislation. ... 
by Alexis Grason | Dec 12, 2022 | Retirement Planning, Tax Planning
Written by Alexis Grason, CFP®, RICP® Leaves changing color and falling from trees, stores putting out holiday decorations, and the IRS releasing their annual updated numbers for 2023… It’s that time of year when the IRS releases adjustments to limits for the next... by Lauren | Jun 24, 2022 | 401k, Business Executives, Business Owners, Retirement Planning
With a business to run you may not be paying much attention to retirement plan legislation. Congress is working towards the passage of what has been dubbed the SECURE Act 2.0 and it is packed with potential changes business owners need to know about. Don’t...