The SECURE Act

Paul Durso Advisors & Planners, Finance 101, Insight Investing Video, Investing, Investing & Planning, Retirement, Retirement Planning, Retirement Plans

What do you need to know about the SECURE Act that passed in December 2019? A look at the changes to RMD’s and the “stretch” provision.

Don’t hit the panic button (Can the Coronavirus derail my retirement?)

Paul Durso Finance 101, Income Planning, Investing, Investing & Planning, Life Events, Retirement, Retirement Planning, Retirement Plans

While I do believe our economy will be affected by this global scare, I do not believe it will be nearly as dramatic as it has been up to this point. Most market indicators are positive.

Retirement & Flying

Kevin Wray Finance 101, Income Planning, Income Planning, Insight Investing Articles, Investing, Investing & Planning, Retirement, Retirement Planning, Retirement Plans, Risk Management

Even the best pilot in the world needs help to get from point A to point B. No matter how long the pilot has been flying, he cannot see and know everything necessary from the cockpit. Air traffic control is always present to inform pilots of the things they can see; but which the pilot cannot.

Developing A Financial Fitness Program

Patrick McNally Academy, Income Planning, Insight Investing Articles, Insurance, Investing, Investing & Planning, Life Insurance, Retirement, Retirement Plans

Most of us know it is smart to save money for those big-ticket items we really want to buy, a new TV, a car, how about a house? You may not realize that probably the most expensive thing you’ll ever buy in your lifetime is your retirement.