Edwin Retter

February 1, 2023

Taxes, Videos

Secure Act 2.0: Laws are Changing!

Edwin Retter

February 1, 2023

Taxes, Videos

The SECURE Act 2.0 is a massive new retirement bill that took effect on January 1, 2023.

Here’s a quick video on 3 key changes retirees should know. Enjoy!

Video source:

https://www.fidelity.com/learning-center/personal-finance/secure-act-2

Edwin Retter

January 21, 2023

Markets

Q4 in 5 Minutes

Edwin Retter

January 21, 2023

Markets

What did markets do in 2022? What can we expect in the months ahead?

Good and bad news.

We broke down what you need to know about markets and the economy into a five-minute read.

Edwin Retter

January 11, 2023

Financial & Behavioral

The Fresh Start Effect

Edwin Retter

January 11, 2023

Financial & Behavioral

What are the BEST and WORST days to try to make a change in your life? You can change anything at any point, of course.

But if you want to form new habits or create healthier behaviors that really stick, there ARE better and worse days to give it a try.

Edwin Retter

January 10, 2023

Politics & Money, Taxes

SECURE Act 2.0: Big Changes!

Edwin Retter

January 10, 2023

Politics & Money, Taxes

Happy New Year!

I hope you had a fantastic end to your 2022 and are feeling refreshed and ready for 2023.

I wish I were bringing over some green smoothies and pressed juices to kick the year off. Instead, I have some new retirement rules for you. Fun, right?

I'm going to try to make it easy for you. Let's dive in!