Tag: Retirement

The New SECURE Act: Protecting Your Beneficiaries

There’s a new act that was recently signed into law by President Trump and which took effect on January 1st, 2020. It’s called the SECURE Act, and it stands for Setting Every Community Up for Retirement Enhancement. There is both good and bad news associated with it, and you’ll want to be aware of how it may affect you and your beneficiaries.

Putting Things Into Proper Perspective

One of the most spectacular birds I’ve ever seen is the Snowy Owl, a large white bird with a wingspan of almost five feet.  With a worldwide population estimated at only 200,000, some of these owls reside all year in their breeding grounds high in the Arctic tundra.  Others, however, migrate south in the winter to Canada and the northern continental U.S., where they can be found in open fields and shorelines.[1]

Are You In Charge of Your Retirement?

In the military, you always know who’s in charge and who’s in control. There’s a chain of command that everyone understands, there are orders to follow, and strict accountability for following those orders. It makes things clear because the “who, what, when, where, and why” are laid out for you.

What You Need to Know About Domiciling in Florida

Winters in our northern climate can be brutal, though these sunny summer days can make us forget just how cold and dreary Midwest winters tend to be. Come winter, many of us long to move to warmer climates, and for those who own homes in Florida, it may be something to consider.

Is There Good Debt?

There’s a book that came out in 1961, Catch-22, which became a movie in 1970. You’re probably familiar with it. In fact, Art Garfunkel played a pilot in the movie. The important thing about it is the catch-22 scenario.

10 Things You Should Know Before Retiring

In the last decade or so, we have had at least a dozen clients who, upon retiring, found themselves in situations where parents or other family members were in dire need of help. This came up as soon as they retired. All of them were so thankful that they could actually put in the time to take care of their loved ones, most often their aging parents.

4 Programs to Help With Financial Situations

One of the things we do here at Coyle is put together various kinds of programs to help people through different major issues. In fact, we have four separate programs available that you can either take or download to assist you with a variety of financial situations.

Financial Trust

Many times each day, you and I are asked to put our trust in something or someone, implicitly or explicitly.  For example, we assume that all of the gadgets we rely on will work flawlessly, such as the alarm clock, stove, microwave oven, coffee pot, toaster, TV set, automobile, air-conditioning, refrigerator, smart phone, lap top.  Every ad we see on TV, hear on the radio or see on billboards asks us to

Want to Avoid Un-Retirement?

“Just when I thought I was out, they pull me back in.” That’s a famous line from Michael Corleone played by Al Pacino in Godfather III. I know you remember that line and, believe it or not, it has a lot to do with un-retirement.

What to Listen to on the Beach

Summertime.  For some of us, that means vacation: long road trips, spending time at the beach, camping or at a cabin in the woods.  In addition to packing sunscreen or tick repellant, we also think about what to read or listen to during those leisure hours.

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