Mar. 12, 2021
Protecting Your Retirement Nest Egg Against Inflation
You’ve probably heard a lot about inflation recently. As a refresher, inflation is the increase in the cost of living over…
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Mar. 12, 2021
The SECURE Act Changed Retirement for 2020 and Beyond. Here’s What You Need to Know.
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is a bill that passed Congress and was signed by then-President Trump…
Feb. 18, 2021
Moving Across State Lines? Don’t Forget to Update Your Estate Plan
Relocation after retirement is becoming more common. And, contrary to popular belief, not all retirees are moving to Florida. In 2018,…
Feb. 18, 2021
What You Need to Know About the American Rescue Plan
The Biden Administration recently unveiled the American Rescue Plan, a package of payments, tax credits, benefit increases and extensions, grants, loans, and other support…
Jan. 29, 2021
Frequently Asked Questions About Reverse Mortgages
Reverse mortgages are products available to people age 62 or older that enable homeowners to convert a portion of the…
Jan. 22, 2021
Should You Pay Off Your Mortgage Before You Retire?
Are you thinking about retiring this year? If so, there are many things to consider. One common piece of advice…
Jan. 15, 2021
What Economic Policy Changes Can We Expect From the Biden Administration?
With President-elect Biden set to take office shortly with a Democrat-controlled House and Senate, many are wonder about what tax…
Jan. 8, 2021
Could Congress Make the Roth IRA Taxable?
We talk a lot about the benefits of a Roth IRA. But when talking about risks, one variation of this question often comes up: could Congress…
Dec. 31, 2020
What is Hindsight Bias and How You Can Keep It From Impacting Your Investments
Hindsight is 20/20. Haven’t we all heard that before? From sports to legal trials and political elections, many of us…
Dec. 17, 2020
How to Find the Best Albuquerque Financial Advisor
Given the uncertainty in the financial world today, it's a good idea to think about hiring a financial advisor to…
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