by destrywitt | Jan 14, 2020 | Blog, Destry Witt, Finance, Retirement
If you were busy with the holiday hustle-and-bustle, you may have missed some of the details of the SECURE Act. Your retirement planning process will likely need to be reviewed because of the SECURE, or Setting Every Community Up for Retirement Enhancement, Act. This...
by destrywitt | Jan 7, 2020 | Blog, Destry Witt, Finance, Investment, Retirement
Some Americans are making their financial health a priority in the new year, with resolutions to increase savings, reduce debt and cut unnecessary spending. According to a survey conducted by Fidelity Investments, the top motivation for considering finance related...
by destrywitt | Dec 30, 2019 | Blog, Destry Witt, Finance, Investment, Retirement
Tax season is quickly approaching, and individuals who have retired cannot relax yet. Though a large number of retirees no longer play a part in the workforce, even those who are peacefully enjoying their retirement should be prepared to file their taxes come the new...
by destrywitt | Dec 23, 2019 | Blog, Destry Witt, Finance, Investment, Retirement
Leaving an inheritance to loved ones is a timeless way to ensure your family and assets are cared for. Though thinking about our own mortality may be challenging and upsetting at times, it is important to ensure your heirs are prepared before receiving their...
by destrywitt | Dec 17, 2019 | Blog, Destry Witt, Investment, Retirement
We are nearing the end of 2019 and the opportunity to give for this year. If a person has reached the age of 70.5 they can make cash donations to charities that are approved by the IRS that are outside of the scope of their IRA. These qualified charitable...
by destrywitt | Dec 10, 2019 | Blog, Destry Witt, Finance, Retirement
Every new year brings a fresh beginning, this can be just as true now as it ever was. In 2020, expect increases in savings pretax limits for workers looking toward retirement. If you’ve already reached retirement age, you’ll see a moderate increase in your...
