by Ashley Micciche | Jan 23, 2020 | Retirement, YouTube
KEY TAKEAWAYS The SECURE Act, which was signed into law in December 2019, is the biggest piece of retirement legislation from the last decade. If you are nearing retirement or already retired, these changes will impact you! In today’s video, I’m discussing the 3 key...
by Ashley Micciche | Jan 14, 2020 | Retirement, YouTube
KEY TAKEAWAYS Should you pay off your mortgage before you retire? The short answer to that is yes! In today’s video, I’m talking about: The benefits of paying your mortgage off before you retire How to pay off your mortgage early Why paying off your mortgage early has...
by David G. Wilson, Jr. | Jan 6, 2020 | Monthly Market Update, Newsletters
In the Market & Economic Outlook, we separate the relevant from the noise, to bring you timely content that helps you on the path to and through retirement! Optimistic About Stocks! STATE OF THE MARKETS (S&P 500 + .22% YTD through 1/07/2020) What a year for...
by David G. Wilson, Jr. | Dec 12, 2019 | Monthly Market Update, Newsletters
In the Market & Economic Outlook, we separate the relevant from the noise, to bring you timely content that helps you on the path to and through retirement! STATE OF THE MARKETS STATE OF THE MARKETS (S&P 500 +27.31% YTD through 12/16/2019) As we approach...
by Ashley Micciche | Dec 9, 2019 | Retirement, YouTube
KEY TAKEAWAYS Money doesn’t buy happiness, but it’s very hard to be happy when you’re not at a place financially that is comfortable to you. It’s almost the end of 2019 and it’s that time of year where everyone starts thinking about New...