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Retirement Case Study

Retirement Case Study

Presented by Wes Botto Jude (63) and Martha (62) Hunt were on the path to retirement. They wanted to retire in 6 months – but had concerns. They were asking each other: Can we actually afford to retire right now? Martha had a pension from her career as a public...
The SECURE Act Explained

The SECURE Act Explained

Presented by Wes Botto The Setting Every Community Up for Retirement Enhancement (SECURE) Act On December 20, 2019, the SECURE Act was signed into law. The SECURE Act contains 29 provisions, encompassing many aspects of financial planning and retirement saving. Once...
January 2020 Market Update

January 2020 Market Update

Presented by Wes Botto Coronavirus Outbreak Leads to Mixed Results for Markets  January was a mixed month for markets, with concerns about the spread of the Wuhan coronavirus having a negative effect at month-end. Despite spending most of the month in positive...
Don’t Save For Retirement

Don’t Save For Retirement

Presented by Wes Botto It’s not uncommon for us to hear the question, “How much do I need to be able to retire?” Sometimes it is in the first meeting that we are asked this question. Our first response is always to ask A LOT more questions. See, it’s a...