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Search Results for "retirement plan advisors"

Group of elderly people are meeting to discuss retirement and are taking a selfie. Elders are speaking about the SECURE Act 2.0.

SECURE Act 2.0: An Overview

Key Retirement Provisions to Understand for The SECURE Act 2.0 In the final days of 2022, Congress passed a new set of retirement rules designed to facilitate contributions to retirement plans and acc...
Message from the President April 2023 | POAM Member News | Man penning formal letter

Message from the President – April 2023

Message from the President As I write this, people are still mourning, still wondering why such a senseless murder of six innocent people (3 aged 9) would take place in a small school of K-6 grade stu...
Birthdays and half birthdays critical to retirement planning and income

Important Birthdays Over 50

Birthdays and Half Birthdays Critical to Retirement Planning and Income Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half” to make sure everyone knows they’...
An older gentleman sitting at a desk with money in his hands | Assessing Life Insurance Needs - POAM

Assessing Life Insurance Needs

Assessing Life Insurance Needs and Obligations Minus Liquid Assets Can Help Determine Coverage Targets If your family relies on your income, it’s critical to consider having enough life insurance to...
Cardboard figure standing in a cirle with a roll of money inside |Investing for Impact

Investing for Impact

Avenues for aligning your investments with your personal beliefs Many investors are looking to build a portfolio that reflects their socially responsible values while giving them the potential for sol...
millennial newlyweds finances | money tips

Money Tips for Newlyweds

Research suggests that 70% of married millennial couples argue about financial decisions more than any other topic. This could explain why some experts say financial problems are one of the top reason...