From Mount Rushmore to the Badlands: Why South Dakota is a Great Place to Retire for Nature Lovers RetirementFor nature lovers seeking a retirement destination that offers breathtaking landscapes and outdoor adventure, South... read more
Secure 2.0 Act Delays RMD’s & Reduces the RMD Penalty Retirement, Social SecurityThree years had passed since the original SECURE (Setting Every Community Up for Retirement Enhancement) Act of 2019... read more
Retroactive Widow Benefits Retirement, Social SecurityThe Social Security Administration has several provisions surrounding Retirement Benefits, Widow Benefits, and... read more
Secure 2.0 Act Opens Door to Tax-Free Rollovers from 529 Plans to Roth IRAs Investments, Retirement, TaxesThree years had passed since the original Secure (Setting Every Community Up for Retirement Enhancement) Act of 2019... read more
What the Inflation Reduction Act Means for Your Medicare Coverage Medicare, RetirementThe Inflation Reduction Act of 2022 was signed into law back in August. While a few minor provisions went into effect... read more
How Do I Appeal My IRMAA Social Security Letter? Retirement, Social Security'Tis the season for gratitude and hope. And it turns out, it is also the season when the Social Security... read more
Pension Termination Investments, RetirementWhat Does Terminating a Pension Plan Mean? For current or former employees receiving a “Notice of Intent to Terminate”... read more
Arch Coal Pension Plan – Understanding Your Benefit Options RetirementIt can always be confusing, almost scary for employees when a large company makes changes to their pension plan.... read more
Presidential Election, Volatility, and the Long View Investments, Retirement, Social Security, TaxesBeyond how the election winner will certainly attempt to guide political, social, and environmental policies, there is... read more
CARES Act – Allows Return of Unwanted 2020 RMDs Investments, Retirement, TaxesOne of the key provisions of the CARES Act, The Coronavirus Aid, Relief, and Economic Security Act that took effect... read more
Why Motorcycle Riders Should Retire in the Black Hills of South Dakota RetirementYou and I both know that South Dakota was ranked the best state for retirement in Bankrate’s 2018 “Best and worst... read more
The Purpose of Life Insurance Insurance, RetirementDo I have enough life insurance? It’s a simple question with a simple answer. However, getting from the... read more