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401K Reform in the Works

By Will Diem Significant changes may be coming to 401ks and other tax-advantaged accounts. On April 2nd, the “Setting Every Community Up For Retirement Enhancement Act of 2019,” (SECURE) Act passed the House Ways and Means Committee. It is an amended and expanded version of the “Retirement Savings and Enhancement Act” (RESA) that had stalled [...]

By |2019-04-30T15:09:43-04:00April 30th, 2019|Retirement|

Enhancing Incentives for America’s Aging Workers

By: Allison Eatough, Contributor Older Americans are working longer than ever before1. According to the U.S. Department of Labor2, people age 55 and over represented 11.9 percent of the nation’s workforce in 1994. By 2014, that number jumped to 21.7 percent, and by 2024, it’s projected to reach almost 25 percent. The workforce participation rate [...]

By |2019-03-26T14:41:37-04:00February 26th, 2019|Retirement|

5 Ways to Look Ahead to Next Year’s Taxes

Just finishing your tax return for 2015 and it’s not looking too good? Well there isn’t much you can do to fix last year’s return now but here are 5 ideas you can start looking into to make sure 2016 is a better year between you and the IRS. Number 1 Increase retirement plan contributions [...]

By |2019-03-26T14:41:38-04:00March 5th, 2016|Retirement, Taxes|

What is the S&P500 Article For

  The S&P500 is a prevalent index in the investing world today.  So for the website I wrote an article entitled what is the S&P500?  It's important to understand what it is but also how it changes over time.  The article includes details on this topic, called turnover.  Here's the link: S&P500 Article

By |2019-03-26T14:41:38-04:00December 17th, 2015|Investing, Quotes, Retirement|