Did you know that the SECURE 2.0 Act added a provision for auto-enrollment in most 401k and 403b plans? This takes effect starting with the 2025 plan year. It is a tremendous step towards helping Americans save and prepare for retirement! Here’s a reminder to check in on your retirement benefits to make sure you are making the most of them. If you have questions about retirement planning or would like to make sure you are on track, please reach out.
Chelsey McShane’s Post
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After biding its time, the Fed kicked off its monetary easing cycle with a strong start out of the rate cut gates. While investors may harbor concerns the Fed is getting ahead of itself, we highlight why we’re encouraged by the Fed’s proactive move.
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Many Americans feel secure in their retirement plans. How do you view your retirement: with security or as a challenge?
How to Contribute Amid Retirement ‘Challenges’ | PLANADVISER
planadviser.com
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Nearly 40% of Americans report their household would face financial difficulty within six months if a breadwinner were to pass away, according to the nonprofit LIMRA. Let’s connect today to review your life insurance coverage to help protect you and your family.
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Wealth plans shouldn’t derail during times of uncertainty. Let our experience help guide you through difficult periods. Message me and together we can find clarity through emotionally charged financial decisions.
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Is that email safe to click? Learn how to help prevent ransomware attacks, which can be costly. https://lnkd.in/gBKh3fQd
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This Indigenous Peoples’ Day, we honor the Indigenous American people, cultures and history.
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Did you know there are creative options to explore when taking RMDs? If you have friends and family age 73 or older, the December 31 deadline is rapidly approaching. Let’s connect to discuss the best fit for you.
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Navigating Medicare can be a challenge. With thousands of Medicare plans available, where do you start? RBC Wealth Management offers clients access to an independent Medicare resource that will help find plans that will meet your needs at no cost. Let me know if you'd like more information.
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The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession.
The price of Fed rate cut success is steep, but not too steep
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There are many different approaches to saving, managing and growing wealth. Connect with me to learn about the financial education resources we have designed exclusively for women. https://lnkd.in/gjtQXZzt
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