That rustling sound you may have heard in late December was not Santa, nor a late-night Amazon delivery, but rather Congress passing the Setting Every Community Up for Retirement Enhancement (SECURE) Act on December 19, 2019 (which President Trump signed into law the following day). While most of the SECURE Act’s provisions became effective on …
The transition to retirement and the accompanying move from “saver” to “spender” can cause anyone anxiety. You are likely asking questions such as: “Can I afford to retire and remain financially independent?” “When should I take Social Security benefits?” “How exactly do I get money out of these accounts?” “How much can I safely withdraw …
I helped my parents move 3 times to different retirement communities, and I’ve learned a lot the hard way. The first move was from their home of over 40 years to an independent living community in our hometown of Tuscaloosa. Mom and Dad settled in, made friends, and lived there for 8 years until my …
Continuing education—thank goodness it is required for CFP® professionals because CE brings us knowledge that we likely would not have otherwise. One of the most memorable sessions I’ve attended had to do with long term care, presented by Jack Broyles. Many of you may remember his father, Coach Frank Broyles of Arkansas. Sadly, Alzheimer’s set …
Today’s guest blog is by Peggy Fortson, CLTC, LTCP, CSA – Long Term Choices, Inc. Peggy Forston will be in the Bridgeworth Birmingham office for two sessions on Monday, April 30: 10:00 am and 2:00 pm. See the invite below to make a reservation. Seating is limited. That popular image of a behemoth nearly crowding …