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10 Result(s) in the “Personal Finance” Category


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…

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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,…

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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…

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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…

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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…

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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…

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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…

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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…

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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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