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THE ALBITZ/MILOE FINANCIAL BLOG

We’re passionate about providing you with information about finances, financial planning, investing, and more.  Choose a category below to start reading or view our recent posts.

OUR LATEST POSTS:

The SECURE Act – Two Key Changes Which May Affect Your Retirement Account in 2020 and Beyond

January 10, 2020 The SECURE Act – Two Key Changes Which May Affect Your Retirement Account in 2020 and Beyond By Clete Albitz, CFP® The SECURE Act which stands for “Setting Every Community Up for Retirement Enhancement” was signed into law December 20, 2019.  1. Required minimum distributions delayed slightly to age 72:  Effective January [...]

January 22nd, 2020|

Retirement Plan Changes – Credits, Eligibility & More From The Secure Act

January 17, 2020 Retirement Plan Changes - Credits, Eligibility & More From The Secure Act By Paul Miloe, CRPS® The passage of the SECURE ACT in late December has created several changes to employer-sponsored retirement plans. For employers with under 100 employees, the plan start-up credit has been increased to the greater of $500, or the [...]

January 17th, 2020|

What About…

January 17, 2020 What About... Phil Albitz, CFP® Happy New Year everyone… With this video, I’m going to talk about what’s going on and make some observations on what we see for the future under to existing circumstances. Now these aren’t forecasts. There is an old saying that goes something like this: Forecasts tend to [...]

January 17th, 2020|

As Always, Now Is the Time for Diversification

January 23, 2019 As Always, Now Is the Time for Diversification By Vance Albitz, CFP® If you’ve had a chance to look over the investment philosophies on our website, you’ll remember seeing seven principles that we stick to when implementing and monitoring an investment portfolio. If you haven’t seen them, here is the link: https://www.albitzmiloe.com/philosophy/. [...]

January 17th, 2020|

Here’s What You Should Know About Medicare If You’re Approaching 65

January 17, 2020 Here's What You Should Know About Medicare If You're Approaching 65 By Sylvia Salguero 80 million baby boomers started turning 65 years old in 2011. Since then, approximately 10,000 boomers have been reaching Medicare age every day; this will continue until 2030. If you or someone you care about is close to 65, it [...]

January 16th, 2020|
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