The Setting Every Community Up for Retirement Enhancement (SECURE) Act1 will have a significant impact on a large part of the population and will cause people to rethink and replan their retirement and estate planning strategies. The...Read More
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, what we're doing over the year or changes in our office, tune in and keep in touch, we'd be happy to discuss any of these posts with you.
Getting to have $1 million might seem like it's an impossible task. There are currently over 11 million people in the US that are officially “millionaires”. A lot of them followed the same investing and behavioral...Read More
There’s good and bad advice in mostly every industry. Something that successful high net worth investors know is that they need a team of advisors in their corner with specializations in many areas. You might have heard it said:...Read More
Federal employees are fortunate in being eligible to receive two types of retirement benefits once they retire from federal service. One of those is a pension, either the older Civil Service Retirement System (CSRS) annuity or the more...Read More
More than 1 in 4 workers have saved less than $1,000 for retirement, possibly putting a comfortable retirement far out of reach.Read More
Since 2013, Millennials have significantly increased their retirement savings, outpacing both Gen Xers and Baby Boomers, but they still have a long way to go.Read More
Jamie to Speak on Divorce & Money at Financial Planning Association LuncheonRead More