The Secure Act 2.0 May Have Passed While You Weren't Looking
The Secure Act 2.0 was finally passed as just one part of a massive funding …
Do Bonds Still Belong in a Retiree's Portfolio?
An important preliminary note: Given what took place in both the stock and bond …
I Want to Grow Old Like Simeon
A character in the story of the birth and early days of Jesus we often overlook …
Looking Forward to Making Qualified Charitable Distributions (QCDs)
Now that I've reached age 70, I'm looking forward to getting just a little …
Received an Inheritance, Now What?
An increasing number of boomer-aged families are receiving inheritances; it's …
The Four Paths of Retirement
I recently read an interesting study on retirement from A.G. Edwards and …