by msfinancialresources | Feb 21, 2023 | Financial
With the December passage of SECURE 2.0, changes to Required Minimum Distributions (RMDs) have savers cheering, especially those born 1960 or later. RMDs date to 1974 when the Employee Retirement Income Security Act (ERISA) was established to provide for pension...
by msfinancialresources | Jan 24, 2023 | Financial
By now you’ve likely heard of SECURE Act 2.0, passed into law on December 29, 2022, as part of the greater Consolidated Appropriations Act of 2023. To save you from reading any or all of the 4,000+ pages, we’ve compiled some high-level, “best of the best”...
by msfinancialresources | Nov 16, 2022 | Financial
We have many clients that are retiring this year or who have retired in the past couple of years. I am so happy for them on this milestone and accomplishment in their lives! While I help these clients navigate the financial aspect of retiring, which is very important,...
by msfinancialresources | Nov 6, 2022 | Financial
I read a CNN article this morning that inspired the message of today’s newsletter. The article highlights how psychologically difficult it is to shift from saver to spender in retirement, especially when you are not working and bringing in a paycheck. (Article...
by msfinancialresources | Aug 4, 2022 | Financial
I hope you’ve enjoyed your Summer so far. Last week our tomatoes FINALLY started ripening so we could enjoy the fruits of our labor. Our 19 month old daughter, Emma, absolutely LOVES to be outdoors. One thing we do every night after dinner now is go outside and...
