Some potential benefits of the Securing a Strong Retirement Act. Provided by Nick Boeckman, CFP® Recently, you may have seen headlines regarding the Securing a Strong Retirement Act, also referred to as the second version of the SECURE Act, or SECURE Act 2.0. As the...
A Look at Non-Fungible Tokens. Provided by Nick Boeckman, CFP® Non-fungible tokens, or NFTs, have been the recipient of the latest buzz. NFTs are digital files attached to blockchain codes. If you know anything about digital currencies, you’re probably aware that...
A deep dive into workers’ expectations in retirement versus actual income sources. Provided by Nick Boeckman, CFP® Will your retirement dreams match your reality? That’s perhaps the most critical question to ask people who are currently retired. Was your...
The Oracle of Omaha and the Fed Chair seem to be at odds. Provided by Nick Boeckman, CFP® What does it mean when two of the most powerful voices in American financial life seem to be saying two different things? In one corner, we have the “Oracle of Omaha,” investor...
What to expect and why. Provided by Nick Boeckman, CFP® Now and again, the price action on Wall Street can surprise even the most seasoned investors. Look no further than when President Biden in late April proposed an increase in the tax on capital gains to 39.6% from...
Financial Literacy Month Term of the Day SURRENDER CHARGES A penalty imposed on an annuity by the insurance company if the contract owner terminates the annuity prematurely by withdrawing all or a portion of funds above any penalty-free amount...
