Your Fall Financial and Tax Planning Checklist By: Stacey Nickens For me, Fall is a time to reflect on my year thus far, honor my accomplishments, and make changes to finish the year on a high note. I like to think about a few questions. What were my goals at the beginning of the year? [...]
Learning from the Household Net Worth Report By: Stacey Nickens The net worth of U.S. households and nonprofits climbed 6.8% between the first and second quarter in 2020. At $118.96 trillion, the net worth of households and nonprofits in the second quarter already exceeded pre-pandemic levels. Aside from highlighting the economy's rate of recovery, the [...]
Retirement Plan Notifications Now Digital By Default By: Stacey Nickens The Department of Labor issued a new rule that could impact how you receive information about your retirement plan. According to this new rule, a retirement plan provider can make digital information and notifications their default communication method. In other words, you may now have [...]
Tip of the Day: You Can "Return" Social Security Benefits By: Stacey Nickens I always recommend that clients delay taking Social Security benefits in order to increase their benefit. However, pretend you claimed your benefit at 63 right before receiving a good job opportunity. You can still withdraw your Social Security application within a year [...]
Q&A: I'm the owner of a small business. What retirement plan options do I have for my employees? By: Stacey Nickens There are three main retirement plan options for small business owners: SIMPLE IRAs, SEP IRAs, and 401(k)s. Let's review each of these plans and their rules. SIMPLE IRAs The Savings Incentive Match Plan [...]
Tip of the Day: You Should Mentally Prepare for Market Volatility By: Stacey Nickens Markets always fluctuate, but the world feels especially uncertain right now. While there's been some positive economic reports, COVID-19 cases and deaths are still rising in many areas. You may be wondering what will happen to the stock market this fall. [...]
Q&A: Should I Dip Into My Retirement Savings During a Financial Crisis? By: Stacey Nickens Back in March, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act. The new legislation made it easier for Americans to withdraw money from their retirement accounts. CARES temporarily waives the 10% early-withdrawal fee as well as increases [...]
Tip of the Day: Your Retirement Savings Should Support Your Current Spending Habits By: Stacey Nickens I start every morning with a creamy cup of coffee. Sometimes I opt for a sugary iced coffee, and other mornings, I love a bitter, steaming cup of hot coffee. Either way, I feel as if I'm starting my [...]
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