On January 1st 2020, the SECURE Act, or the Setting Every Community Up For Retirement Enhancement Act of 2019, will become effective. There are many provisions of the new law. This blog post will cover a brief summary of provisions that are most likely to have a financial planning impact. 

If you are choosing your own health insurance plan, open enrollment typically runs from November 1st to December 15th each year. If you have coverage through your employer, open enrollment can vary based on the company you work for. There are often several factors to consider when choosing a health plan. Here is a guide to some of the decisions you will have to make.

According to the Social Security Administration, just this year about 64 million Americans will be paid over one trillion dollars in Social Security benefits. When to start claiming your retirement Social Security benefits is one of the many complex financial decisions you will need to make. Long before figuring out when to claim your benefits, it’s helpful to understand more about how Social Security benefits are earned and calculated.

Finances are complex.  Trying to navigate the right actions to take can be difficult when there is contradictory advice everywhere you turn. Searching for the right financial advisor to help can be just as overwhelming.  You may have a general idea of what you should be looking for, but may not entirely understand why or how to find the right person for you. As a starting point, here are 3 tips to narrowing your search for a financial advisor.