Retirement investment planning is all about making the most of your savings opportunities, and a new rule under the SECURE 2.0 Act of 2022 is set to provide just that. Beginning in 2025, individuals aged 60 to 63 will be eligible for higher catch-up contributions, helping them bolster their retirement nest egg as they approach… Continue reading →

Scams are a part of everyday life. Here’s how to watch out for them: Watch out for targeted scams Every day Schwab partners with Rebalance to protect your personal information and safeguard your assets. Nevertheless, fraudsters persist in trying to exploit your trust by impersonating Schwab and other companies like Rebalance to access your accounts… Continue reading →

Are you over 60 years old? If yes, you may be a prime target for internet criminals. How One Man Lost $740,000 to Scammers Targeting His Retirement Savings By Tara Siegel Bernard, July 29, 2024 For nearly three months, Barry Heitin, a 76-year-old retired lawyer, thought he was part of a government investigation that felt… Continue reading →

Elder Abuse Awareness Day highlights the need to protect yourself from financial con artists. Elder Abuse Awareness Day: A commitment to protecting our seniors. June 15 marks an important day on our calendar – Elder Abuse Awareness Day. It is a day for communities worldwide to unite in bringing attention to the challenges and difficulties faced… Continue reading →

Navigating healthcare options for early retirement can be complex. From exploring employer coverage to understanding ACA marketplace plans, Gail MarksJarvis provides guidance in the Wall Street Journal article below for securing healthcare coverage before reaching Medicare eligibility at age 65. Retiring Before 65? Make Sure to Know Your Healthcare Options by Gail MarksJarvis, February 3,… Continue reading →

Cyber theft is a serious global issue that affects all industries and people. In recent years, as new apps and programs have evolved, this has become even more prevalent, especially within the financial services world. There are a variety of imposter scams that we would like to bring to your attention, so that you can… Continue reading →

It’s an irony of life many financial planners see every day: women live longer, but they end up having less for retirement. The money has to stretch further and can sometimes run out. A big part of the problem is the retirement gender gap. We often hear about the “gender gap” in terms of pay… Continue reading →

Brand new to the 401(k) marketplace as of January 1 2021, Pooled Employer Plans (commonly referred to as PEPs) are made possible thanks to the SECURE Act. PEPs allow unrelated employers to “pool” together, along with other employers (traditionally small businesses) in order to participate in a retirement plan for their employees. PEPs differ from… Continue reading →

As we enter the next few weeks of the ongoing COVID-19 pandemic the headlines are sure to disorient and worry us all. Federal, state and local responses will unfurl in real time with varying degrees of effectiveness, further confusing matters. It’s a difficult time to plan logically and efficiently on many fronts. In terms of… Continue reading →