Apr 29, 2020 | Financial Planning, Jill Bertke, CFP®, Resources, Retirement, Taxes, Thoughts from TVAMP, Women
Practical financial planning considerations provided by our very own Jill Bertke. Jill Bertke, CFP® brings nearly 20 years of financial services experience to TVAMP. Jill’s mission has always been to help clients by growing, managing, and protecting their money. She...
Mar 31, 2020 | Business Owners, Financial Article, Financial Planning, Market, Retirement
Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs. Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was signed into law. The CARES Act is designed to help those most impacted by the COVID-19 pandemic,...
Mar 12, 2020 | Events, Retirement, Social Security
“How are Social Security Benefits calculated?” The first hand shot up at our Social Security dinner on Tuesday night, and the man asked, “How exactly are my benefits calculated?” Just like that, the ice was broken and everyone was actively...
Feb 13, 2020 | Retirement
Here are the facts. Generally speaking, women earn less than men, live longer than men, and often take time out of the workforce to have children and/or to care for an aging parent or sick loved one. The potential consequence of these realities? While most U.S....
Jan 29, 2020 | Retirement, Social Security, Taxes
What You Need to Know About the Secure Act The largest overhaul to retirement plans since 2006 is complicated… The Setting Every Community Up for Retirement Enhancement Act of 2019 – the SECURE Act – passed the House of Representatives earlier this year and was...
Jan 16, 2020 | Retirement
Retirement planning is a complex process requiring as much support and time as possible to reach the desired end. Retirement planning at all ages is important – the more time put into the process, the less investment is necessary to work towards your goals. A variety...
