Setting up a retirement “paycheck” can give you peace of mind and ensure all your basic needs will be met for the duration of your retirement through one or more reliable income streams. However, don’t neglect other crucial financial steps, like maintaining an emergency fund and planning for unexpected expenses, too.
If you’re ready to take your financial planning to the next level by enlisting the help of a financial advisor, we welcome you to walk through the above six steps with us. At Andersen Wealth Management, helping you meet your needs is our first priority, and we take pride in serving as trusted partners to our clients.
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law on December 20, 2019, and it took effect on January 1, 2020. Overall, the legislation is intended to strengthen retirement security nationwide, but it also contains multiple changes that impact retirement and estate planning. Let’s dig into a few of the most significant provisions.
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