From the calm years before COVID, to the sharp spike during the pandemic, and now back down to about 3%, inflation has shifted in ways that directly affect how we plan for retirement. For more than a decade after the 2008 financial crisis, inflation barely registered....
Do you understand the 2021 Limited Retirement Option? On February 23rd, Jacksonville’s City Council enacted Ordinance 202-529-E adding the 2021 Limited Retirement Option to the City’s retirement plan. As of the time of the writing, the legislation still requires the...
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...
Whether you’re retired, planning to retire soon, or still in the early stages of your career, annual taxes are something that affects everyone. Depending on what stage of life you’re in, there are several steps you can take to ensure you’re getting the most out of...
Changes to Social Security law catch experts by surprise Squirreled away in the federal budget deal passed on November 2nd was an unwelcome surprise for those approaching retirement age: changes to social security rules that effectively put an end to the...
Most of us set up our retirement accounts, name a beneficiary and never think about that designation again. However, it is important to review your chosen beneficiaries on a regular basis, not only to ensure you still want the beneficiary on the account, but also to...
