Tag: RMD

It’s important to budget and keep your numbers in check throughout the year. Too often, we can get sidelined, and before we know it, we’re no longer moving in the right direction. Use the checklist below to get back on track before the calendar flips us into 2022.   Is your holiday budget out of […]Continue reading

0

The new year is almost upon us! As you flip the calendar on January 1, you should mark some important deadlines to keep you on track:   January 1st:Medicare Coverage starts – assuming you’ve paid your premium 1st:Annual Medicare Advantage Open Enrollment begins 15th:Deadline for Q4 2021 estimated tax payment February Click here for a […]Continue reading

0

The retirement landscape is constantly in flux as Americans adapt to the ever-changing financial environment. On December 20, 2019, President Donald Trump signed the Setting Every Community Up for Retirement Enhancement (SECURE) Act as an effort to reshape and modernize our country’s retirement system. With most of its provisions effective this year, here are some […]Continue reading

0

The New Year marks the opportunity for a new beginning. It’s a time to reflect, refresh, and recommit. A great way to start may be with solid financial resolutions that can help you reach your goals. You can start by making a list, but the key is creating actionable steps and sticking to them. Below […]Continue reading

0

As we set our eyes on the new year, it’s an ideal time to sit down and review your financial strategy. Take a few moments to review some of these deadlines and take advantage of the opportunity to grow your wealth and better position yourself:   Revisit your 401(k) contributions. You have until December 31 […]Continue reading

0