Retirement
MAKE SURE YOUR RETIREMENT PLAN COVERS YOUR NEEDS AND PROTECTS YOUR FAMILY AS WELL.
The Secure Act of 2020
What Is the SECURE ACT?The Secure Act was signed into law December 20, 2019, and became effective January 1, 2020.[...]
CAN WOMEN BE DIFFERENT THAN MEN?
How women can be different than men, financially speaking 1We all know men and women are different in some fundamental[...]
Course Corrections to Consider
Retirement planning course corrections to consider4It’s no secret that millions of Americans are approaching their retirement years with meager savings[...]
Bridging the Gap
Resolving Projected Income Shortfalls: Bridging the Gap 1 What is a projected income shortfall?When you determine your retirement income needs,[...]
Give Your Retirement Plan an Annual Checkup
Give Your Retirement Plan an Annual Checkup 1 At Coliday Insurance, Health & Financial, we recommend that you review your[...]
Misconceptions That Could Derail Your Retirement
It’s hard enough to prepare for retirement when you’re working with correct information. Factor in the misconceptions that are out[...]