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Don't Feed The Bear: Our Blog

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Social Security and Optional Working

There are two key ways that earnings from employment can affect your social security benefits: benefit reduction and taxes. Those that are work optional should consider how their social security may be affected by their choice to take on consulting projects, short-term contracts, speaking engagements, etc.

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What Does SEC Reg BI Mean for Investors?

Last week the Securities and Exchange Commission (SEC) released their long-awaited investment advice reforms, with the main reform centering around Regulation Best Interest (BI), which raises the broker standard above the current requirement of suitability. What Does SEC Reg BI Mean for Investors?

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Is It Time to Consider Refinancing?

The ten-year Treasury yield has fallen to its lowest level since September 2017. Mortgages rates closely follow this benchmark and we have seen interest rates on 30-year fixed mortgages fall below 4%, with current rates closer to 3.75% (and 15-year mortgages at 3.25%). For those people that have purchased a home in the last 18 months, it is a good time to check your rates on your mortgage.

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What is the SECURE Act and How Does It Impact My Finances?

Last week the House of Representatives passed a new bill by an overwhelming majority revising the treatment of key parts of American retirement systems entitled the Setting Every Community Up for Retirement Enhancement or “SECURE” Act. The bill was passed by a massive majority of 417-3 and signals from the Senate and President indicate that the law would likely pass.

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