Retirement

MAKE SURE YOUR RETIREMENT PLAN COVERS YOUR NEEDS AND PROTECTS YOUR FAMILY AS WELL.

How Much Cash Should I Keep in the Bank?
​How Much Cash Should I Keep in the Bank?Article from Tim Parker, Financial journalist clearly explains what the majority of Americans[...]
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[...]
Annuities are coming to 401(k)s
The SECURE ACT will make it possible for employer-sponsored plans to add insurance products to their retirement plans.The SECURE ACT[...]
3 Drawbacks to Early Retirement
Being early can be considered a virtue. Just think of some of the proverbs that we’ve all heard hundreds of[...]
Is the Coronavirus infecting your money?
This might be the time to look at finally diversifying a portion of your portfolio into something safe. My clients[...]
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.[...]
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