Every day, Jordi Visser checks his heart rate. He also monitors his breathing, keeps tabs on how well he slept, and consumes a diet consisting largely of fruits and vegetables. Visser, 56, doesn’t do ...
Tag: Advisor Retirement
The Secure Act Will Change Retirement Policy. 6 Big Changes That Will Soon Become Law.
Now that the Senate has passed a sweeping spending bill to fund the federal government into next year and avert a shutdown, advisors are cheering a major overhaul of the rules around retirement saving...
6 Big Changes to Your Retirement That Are Coming
Now that the Senate has passed a sweeping spending bill to fund the federal government into next year and avert a shutdown, advisors are cheering a major overhaul of the rules around retirement saving...
Secure 2.0 Act Nears the Finish Line. What to Know About the Retirement Bill.
Legislation that would encourage saving for retirement and increase the age for taking required minimum distributions is nearing passage on Capitol Hill as part of an omnibus spending bill lawmakers a...
Dreaming of a Big Inheritance? Don’t Count On It, Financial Advisors Say
Separating fact from fantasy is one of the most valuable services that financial planners can provide to their clients. And a common financial fantasy is that our parents will leave us a sizable inher...
Should You Do a Roth Conversion? How It Can Help With Your Taxes.
The first half of this year marked the worst performance for the S&P 500 since 1970. With inflation soaring and interest rates rising, the index posted a loss of 20.6%. The dire sentiment may hav...
Senators Plan Bipartisan Retirement Package as House Poised to Pass Secure 2.0
Retirement experts urged lawmakers Tuesday to take action to expand the availability of workplace savings plans and to level some of the barriers that have kept workers from putting more money away fo...
Why Moving to a State with Low Income Taxes Could Cost You
That’s what financial professionals are telling clients who are fed up with high income tax rates in their home state and weighing an out-of-state move. They’re counseling clients to take an in-depth ...
Why Advisors Say You Shouldn’t Pay Off Debt Now
Got debt? Don’t be so quick to dump it. That’s what financial advisors are telling clients with low-rate, fixed debt these days. “There’s never been a worse time to pay more than is required on fixed,...