We recently saw a social media post warning people not to look at their 401(k) accounts as we are in the midst of a global pandemic related to the spread of COVID-19. And as many have noted, it is possible that if the illness itself doesn’t get you, then anxiety and worry could wear you […]Read More
Over the past several years, you have seen several posts from Albion’s Senior Wealth Advising team designed to help you and your family make a lifetime of good financial decisions. The first step in making any good decision is to understand the relevant facts. However, given recent events, there have been a plethora of changes […]Read More
After the passage of the SECURE Act, most inherited retirement plans have new rules. Government retirement plans are not affected until 2022, however.
You may have heard the advice about the importance of saving for retirement and you may know just how important it is to save and still not be able to really put aside money for retirement as you would like. MarketWatch published an opinion piece that asks: “Why is it still so hard for women to […]Read More
When the tax returns are completed for the year, don’t just put them in the file drawer and forget about them. Use the data provided to make some good decisions about 2020 withholding and saving patterns.
This is a good time for you to review a recent…