4 Things You Can Do Right Now to Improve Your Financial Wellbeing

How to choose a financial advisor

Your personal finances can be one of the most stressful areas of your life, especially if you are currently struggling financially. However, there is hope with some ways you can work to improve your financial wellbeing and take some of the stress off your shoulders. Here are four things that can help you both ease […]

Breaking Down the SECURE Act

The Setting Every Community Up for Retirement Enhancement (SECURE) Act went into effect on Jan. 1, 2020, and there have been a lot of questions about what impact the new law will have on employees and their retirement plans.

The SECURE Act’s Impact on IRAs and Roth IRAs

Secure act ira

The passage of the Setting Every Community Up for Retirement Enhancement (SECURE) Act in 2019 changed several aspects of retirement accounts and plans. The law, which went into effect on Jan. 1, 2020, consists of 29 provisions that deal with several aspects of retirement savings plans and accounts including Required Minimum Distributions (RMDs) and inherited IRAs.  This discussion will focus on the SECURE Act’s impact on IRAs and Roth IRAs and will […]

Financial New Year’s Resolutions for 2020

Making New Year’s resolutions is a great way to plan to be better in the new year. Unfortunately, sticking with those resolutions isn’t as easy as setting them. Whatever is on your list for the upcoming year, whether it is to get in shape, spend more time with family and friends, or save more and […]

Combating Stress at Work Through Financial Wellness

Dealing with personal finances can be stressful, and that stress can have a negative impact on several aspects of a person’s life including personal relationships, physical health and performance on the job. A 2015 survey by the American Psychological Association found money was the top source of stress for American adults. (1) Whether it is […]