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Nola Kulig

Covid A Year Later and Avoiding Seven Retirement Traps

Market Review This time last year, the World Health Organization recently had declared that the spread of Covid-19 constituted a worldwide pandemic [—11-march-2020]. Stringent measures in the U.S. were being taken to slow the spread of Covid and “flatten the curve.” The lockdowns and shelter-in-place orders dealt a… Read More »Covid A Year Later and Avoiding Seven Retirement Traps

Avoiding Scammers

When was the last time you received a phone call or email from a scammer? It you were contacted recently, you aren’t alone. Internet scams show no signs of letting up. In fact, the problem may be getting worse. In its most recent report from the [[ Internet… Read More »Avoiding Scammers

Good Viewing as We Approach the Election

This timely video came to me courtesy of Dimensional Fund Advisors. This is great to look at as we approach one of the more contentious elections in recent US history:

SECURE Act Passes in Congress

2019 saw the passage of the SECURE  (Setting Every Community Up for Retirement Enhancement) Act at the eleventh hour.  We wrote late last year about some key provisions to the act that have potential to impact your retirement accounts, depending on your finances (please see This post… Read More »SECURE Act Passes in Congress

Much to be Grateful For

This month, we give thanks for such good markets, but more importantly, our families and clients. Since we are entering the season when families get together, we offer some thought on important conversations we may want and need to have with our loved ones. Last but hardly least,… Read More »Much to be Grateful For