Why 70 1/2 years of age doesn't mean what it used to (even if we don't quite know what THAT was). And a few more tidbits about the SECURE Act.
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The end of 2019 was full of surprises; especially shocking was the passing of the SECURE Act.
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Wrapping up the series with a discussion of how the recent buyout announcement may impact clients and the financial industry.
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More about the history of Personal Money Planning and various brokerage firms in light of the recent buy-out announcement.
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Gary shares his thoughts on the recent announcement regarding Schwab and TD Ameritrade.
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Reality check: If you thought you were going to retire at a "normal" age, think again.
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As of December 2018, more than 43.7 million retired Americans collected Social Security, with more than 8 million disabled workers collecting benefits as well
A reminder about Donor Advised Funds. And QCD. And Taxes.
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Wondering what to do with your IRA required minimum distribution (RMD)? If you are turning 70 1/2 this year and wish to donate to charity, a qualified
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When young folks say "older," it may not mean what they think it means. People are living, and working, longer. Are your retirement savings prepared?
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The Human Resources representative asked you to review a stack of paperwork before your new employee benefit orientation meeting. Understanding that this is
"Big Paper" leads Gary down a wormhole...or something.
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