Posts by Jennifer Bussman
The SECURE Act 2.0
The SECURE Act (Setting Every Community Up for Retirement Enhancement Act) was designed to help individuals and families save for retirement. Recent revisions to the SECURE Act could have a…
Read MoreHow to Manage Your Money in a Recession
So far it has been anything but smooth sailing with our economic landscape. Planning for retirement can be complex and overwhelming for some, especially during these unpredictable times. Working with…
Read MoreThings to Consider When Preparing for Retirement
Planning for retirement can be complex and overwhelming for some. It’s basically assigning goals or levels of importance for the things that you want to do for the rest of…
Read MoreFinancial Checkup for 2023
You know how important it is to get a checkup on your health, but what about your wealth? Have you saved enough for retirement? Could increased taxes impact your lifestyle?…
Read MoreThings to Consider When Getting Married
It’s important to have a conversation with your significant other about finances before walking down the aisle. How are you going to integrate your finances? What are your expenses? What…
Read MoreThings to Consider After the Passing of a Parent
When it comes to losing a parent, sometimes there’s a lot of ambiguity of what to do next. Everyone’s situation is going to be unique. Navigating death claims is not…
Read MoreStrategies for Protecting Your Retirement Plan
The cost of gas, groceries, and other necessities continue to burden our budgets. Many are faced with the decision of going back to work or delaying their retirement due to…
Read MoreThe Roles and Responsibilities of an Executor
Many of us will face the prospect of handling the affairs of a loved one after they pass. The role of an executor is crucial in many circumstances, carrying out…
Read MoreDon’t Be a Victim to Identity Fraud
All too often you hear about security breaches and the challenges of recovering from identity fraud. Fortunately, there are several ways to protect yourself and your family from potential cyber…
Read MoreHow to Stay Steadfast with Your Investment Objectives
So far it has been anything but smooth sailing with our economic landscape. From inflation to global conflicts, sometimes the most difficult thing is to understand how to stay centered…
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