by amargioras | May 8, 2023 | Uncategorized
Not Having all your eggs in one basket The risks of having more than one advisor for your retirement plan One common question or issue I often encounter is whether it’s a good idea to have multiple financial advisors. It’s an understandable question, given...
by amargioras | Apr 1, 2023 | Uncategorized
Ready to spring into retirement? Ready to spring into retirement? Are you on track financially? From investing in yourself and building solid financial habits in your 20s to determining when to take Social Security, each decade of your life brings a new...
by amargioras | Mar 8, 2023 | Uncategorized
Unique Challenges for Retirement Planning that Women Face Women often face unique challenges when it comes to retirement. How can we address these issues in our retirement income planning? These challenges come from several causes, including working less,...
by amargioras | Mar 8, 2023 | Uncategorized
Women’s History Month Provides Opportunity for Women to Create Financial Plans March is Women’s History Month and it’s a great time to reflect on some of the challenges our clients have faced when planning for retirement. This article will explore the...
by amargioras | Jan 16, 2023 | Uncategorized
Push back your rmds pros and cons Pushing back the RBD for RMDs to age 75, as proposed in the SECURE Act 2.0, would have a few potential impacts on retirement savings. One potential benefit of pushing back the RBD for RMDs is that it would allow individuals to save...
by amargioras | Jan 16, 2023 | Uncategorized
Boosting Your retirement: the major updates to the secure act 2.0 The SECURE Act 2.0, also known as the “Furthering and Improving Retirement Security” Act, was recently passed as part of a fiscal omnibus federal spending bill. This legislation includes...
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