The SECURE Act
What is it and how could it affect your retirement? By: Josh Koehnen, MsBA, CFP® The Setting Every Community Up for Retirement Enhancement Act, or the SECURE Act, was passed into law in December of 2019. This bill was created to address the nation’s retirement problem by helping more Americans ...
Annual Financial To-Do List
Things you can do for your future as the year unfolds. Provided by Premier Wealth Advisors What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific ...
Getting a Head Start on College Savings
The hows and whys of college savings Provided by Premier Wealth Advisors The American family with a child born today can expect to spend about $233,610 to raise that child to the age of 18. And if you’ve already traded that supercharged convertible dream for a minivan, you can expect your ...
Coping With College Loans
Paying them down and managing their financial impact Total student loan debt in America is now around $1.6 trillion. Since 2008, it has more than doubled. Federal Reserve data states that 44.7 million Americans are dealing with lingering education loans. The average indebted college graduate ...
Trends in Charitable Giving
The hows and whys of charity in America. According to Giving USA 2018, Americans gave an estimated $410.02 billion to charity in 2017. That’s the first time that the amount has totaled more that $400 billion in the history of the report.1 Americans give to charity for two main reasons: to ...