by Chris Draughon | Jan 22, 2020 | Estate planning, Financial Planning, Retirement news, Retirement planning
By now you have likely heard that Congress passed, and the President signed into law sweeping changes to America’s retirement system as part of the 2020 Appropriations bill. The SECURE Act (Setting Every Community Up for Retirement Enhancement Act of 2019) has the...
by Chris Draughon | Nov 16, 2015 | Planning tools, Retirement news
Navigating your finances is never easy, and regardless of how much you know about investing, there are always opportunities to expand your knowledge. Depending on your level of knowledge, there are a wide variety of online tools and applications to help improve your...
by Jeff Helms | Sep 9, 2015 | Retirement calculators, Retirement news, What We're Reading
Retirement — we refer to it as the “Golden Years.” We imagine retirement as the sunset of our lives, the end cap on a long life that begins with childhood, continues with our journey through the education system, and which then culminates in our career. And...
by Jeff Helms | Aug 27, 2015 | Retirement news, Retirement planning
Working after retirement is a choice for some, but an absolute necessity for others. Those who have saved and invested wisely may not need the income, but may still have their reasons for wanting to work after they retire. Those who did not plan ahead, or were unable...
by Jeff Helms | Jun 17, 2015 | Retirement news, Retirement planning, Social security, White Papers
In order to frame an understanding of what awaits you in retirement, you need to understand a series of factual events that are occurring. Taken alone, these independent events may be mildly worrisome, and I doubt you’re losing any sleep over them. But, it’s...
by Chris Draughon | Jun 15, 2015 | Financial Planning, Retirement news, Retirement planning
Almost nothing in life is certain or guaranteed; many times things don’t go quite according to plan. A healthy dose of bad luck can cause even the most carefully constructed retirement plan to go awry. It’s smart to review your retirement plan regularly...