Blog

Retirement Savings Tips by Age- In your 30s and 40s

May 20, 2020
The savings and investment decisions you make in the decades leading up to your retirement can have a big impact on your financial security in retirement. The following retirement savings tips are designed…

Retirement Savings Tips by Age- In your 20s

May 11, 2020
The savings and investment decisions you make in the decades leading up to your retirement can have a big impact on your financial security in retirement. The following retirement savings tips are designed…

Top 10 Things You Need to Know About the CARES Act

May 04, 2020
On March 27, 2020, Congress responded to the COVID-19 emergency by passing the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), the most massive economic recovery legislation in our country’s…

The SECURE Act Makes Changes to IRAs and Retirement Plans

Apr 29, 2020
Signed into law on December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act makes major changes to IRAs and retirement plans. Here are a few changes that may affect your…

CARES Act for Small Business Chart of Information

Apr 21, 2020
In response to the current crisis the federal government has passed the CARES Act which includes many components. It is important to understand these components including the Paycheck Protection Program…

How the COVID-19 Pandemic Affects Your Estate Planning Efforts

Apr 20, 2020
How the COVID-19 Pandemic Affects Your Estate Planning Efforts Wealth management is much more than management of your investment portfolio. It encompasses all elements of your financial life including…

529 Funds Can Now Be Used for Student Loan Repayment and Apprenticeships

Apr 15, 2020
529 Funds Can Now Be Used for Student Loan Repayment and Apprenticeships Do you have a student seeking higher education? With so much going on during these times, it might be beneficial to know how your…

The Road to a Fruitful Retirement

Apr 09, 2020
Posted by the BAM Alliance, 3/2/2020, by Jeff Johnson, Wealth Advisor -  “Look before you leap” was a bit of good advice I received from my dad as I ventured into college, a career, marriage, life. Your…

Key Estate Planning Tools Continued

Apr 08, 2020
It is important that during this unprecedented time, that we remain optimistic but, also plan for the future. With more time at home, this might be the perfect time to consider things like estate planning…

The New CARES Act and the Impact on Retirement Plans & IRAs

Apr 02, 2020
On March 27, 2020, Congress responded to the COVID-19 emergency by adopting H.R. 748, also known as the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), the most massive economic recovery…