How to Get Back on Budget After Summer
September 5th, 2019
The SECURE Act and Traditional IRA Changes: What is it? How might it affect retirement strategy?
June 26th, 2019
Provided by Pamela J. Sams, CRPC, NABBW’s Retirement Planning Associate If you follow national news, you may have heard of the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Although the SECURE Act has yet to clear the Senate, it saw broad, bipartisan support in the House of Representatives and could make IRAs a more attractive component of your retirement strategy. However, it also changes the withdrawal rules on inherited “stretch IRAs,” which may impact retirement and estate strategies, nationwide. Let’s dive in and take a closer look.1 Secure Act Consequences.... Read More
Retirement Income Planning for Women
June 20th, 2019
“Retirement Income Planning for Women” Guest: Pamela J. Sams, CRPC NABBW’s Retirement Planning Associate. Read More
Retirement and Adult Children: Supporting family can put a crimp in your strategy
May 20th, 2019
Provided by Pamela J. Sams, CRPC, NABBW’s Retirement Planning Associate Families are one of the great joys in life, and part of the love you show to your family is making sure that their basic needs are met. While that’s only to be expected from birth through the high school years, many households are helping their offspring well into their twenties and beyond. However, you may have concerns that your adult children have come to depend on you too much. On the other hand, you may have given more than you planned, to the point where you are dipping into your retirement savings. If that’s... Read More
Year-End Financial Must-Do’s for 2018
December 10th, 2018
Our next Teleseminar will be January 3, 2019. Topic will be “Getting Our Financial Houses in Order for the New Year” – Be sure to check back! Read More
