The SECURE Act Has Passed. What Does it Mean for Your Retirement?
New legislation has passed. Discover what has changed and how it could make a major impact on your retirement savings.
Book Recommendations for Early Retirement
This post is mainly to brag: I got quoted in an article on Marketwatch about early retirement! They clipped my book review, so I put the full thing below. Also, it turns out I've read a few of the other books they link, so here's reviews for those ones, too.
7 Ways to Teach Kids About Giving During the Holidays (While Doing Something Together as a Family)!
Show your kids the importance of giving back during the holiday season with these 7 fun and simple ways to help those in your community.
What's Better - Resolutions or Goals?
If your New Year’s resolutions rarely last until Valentine’s Day, this might be the year to stop “resolving” and start setting goals.
A Holiday Family Meeting Can Ring in a Productive New Year
Holidays are a time when family gets together. Sit down, drink some cocoa, and open up about your financial goals and estate plans. And if you need help talking about it as a family, let us know - we can help.
NBFA December Update
This past month, the whole NBFA team headed down to San Diego for the ACP (Association of Comprehensive Planners) conference. Everybody welcomed Chris as the upcoming president of ACP!