by munnmorris | Jul 20, 2020 | Financial Planning, News, Retirement
Signed into law by President Trump on December 20, 2019, the “Setting Every Community Up for Retirement Enhancement Act”, also known as the Secure Act, is intended to increase access to tax-advantaged retirement accounts, helping older Americans in...
by munnmorris | Jul 17, 2020 | Financial Planning, Retirement
When you’re young, the idea of retirement is shrouded in idle thoughts of what you’ll do when you don’t have to work anymore. But while those fast approaching retirement may have a clearer view of what is to come, in some ways, they are just as unaware of what is...
by munnmorris | Jul 5, 2020 | Articles of Interest, Financial Planning, taxes
One of your portfolio’s largest expenses is probably taxes. One way to help keep your portfolio growing is to invest in a tax-efficient manner. Some suggestions include: Contribute to your 401(k) plan: Contributions are made on a pre-tax basis, so you don’t pay...
by munnmorris | Apr 17, 2020 | Articles of Interest, Stock Market
Though it may not feel like it, the S&P 500 index just experienced its strongest 16-day period since 1938. This is a reprint from Raymond James website posting, April 16, 2020 Each day brings more news – some of it encouraging, some of it not – about efforts to...
