Over the past year, a huge number of new changes have been added to the SECURE act 2.0 bill, and I’d like to summarize many of the positive changes all investors and retirees should be aware of:

Saving for retirement is potentially even more important for small business owners or contractors because there is substantial risk and uncertainty when venturing out and building your own source of income.

One of the most common mistakes I see is retirees holding large amounts of cash with virtually no return each year. Inflation can erode the value of that cash quickly, and many people unfortunately run out of money much sooner than expected because of the choice to hold cash.

An appropriate glide path can be a powerful tool to protect your assets and ultimately allow your family to generate and sustain the income you need to meet your retirement goals.

Private equity funds allow private investors to invest in privately held companies, many of which are struggling or looking for buyers to restructure or liquidate their assets.

The average person is going to need somewhere between 60-80% of their current income to maintain their standard of living during retirement. Why is the estimate for retirement lower than current income?