At the end of 2019, Congress passed the most sweeping change to retirement rules in over a decade.(1)
Known as the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), this legislation went into effect on January 1, 2020, and impacts retirement and estate planning rules.
Here are a few of the biggest takeaways from the Act:
RMDs Now Start at Age 72
These are the 2 biggest obstacles that people in or nearing retirement face.
I’m about to show you what they are and how to overcome them.
Overcoming these 2 obstacles will help you feel comfortable and confident giving yourself the “green light” to retire.
After all, that’s what saving and investing for retirement is for, right?
Let’s begin…
Obstacle #1 has nothing to do with money, finance, or investments. It’s purely emotional.
How do you want to end 2019?
The way you finish the year will affect how you go into 2020. Why?
Because your state of mind affects your behaviors and energy levels—and if you’re stressed or frustrated, you’re going to have a harder time achieving your goals.1
So, start 2020 right by closing 2019 strong using these tips.
There are a handful of things you can do to close out 2019 the right way, and it’s easier than you think. We share some tips for finishing the year strong (it’s not too late) in this edition of the Aquila Wealth Newsletter. Click here to see it!
How much joy do you feel during the holidays?
If you’re like many people, the spirit of the season comes with a side of stress.
In fact, research shows that about 2 in 3 people experience holiday stress1— and that the pressure to feel happy is a major source of holiday stress and depression.2
Before holiday stress becomes overwhelming, stop it from snowballing. There’s plenty you can do to manage holiday stress and get more joy out of the season!
In this month’s Aquila Wealth Newsletter, we explore the causes of holiday stress and effective ways to deal with it. Click here to view it.
TIME-SENSITIVE: Medicare Open Enrollment is from Oct. 15 to Dec. 7.
It’s no secret that Medicare parts and plans are downright confusing.
So confusing, in fact, that many people unknowingly choose the wrong plan that ends up costing them thousands of dollars in surprise medical expenses from a doctor visit, a treatment, or simply filling a prescription.
Healthcare costs are one of the biggest expenses retirees face (but can be very manageable with the right knowledge!) which makes choosing the right plan even more important.
So whether you’re enrolling for the first time, or you’re already on Medicare, I highly recommend you download my FREE Medicare Guide that will help you choose the right plan that could save you thousands.
The Beatles famously sang, “Money can’t buy me love.”
But, money should be able to buy happiness, right? Or, should it?
If people can buy the things they want, need, and enjoy, it’s seems like money should make them more happy. But it doesn’t always.
Why?
Harvard researchers say it’s because people don’t spend it right. They don’t know what makes them happy, so they waste their money on things they think will make them happy but often don’t. They simply don’t know how to use their money to sustain happiness and experience a richer, more meaningful life.1
So, how can you live a rich life? Do you know what your rich life looks like? In this month’s AquilaWealth Visual Insights Newsletter, we explore these questions and share some strategies for living a richer life. Click here to check it out!
I’ve worked with many deeply giving people who want to give back to their communities. They want to make a lasting impact and make the world a better place. Philanthropy truly enriches their lives, giving them a sense of fulfillment and a greater purpose.
My role as an adviser has been to help them support their charitable giving by creating the right financial strategies to help provide the maximum impact on the causes they care about.
No matter what your values and goals may be, using your values to shape your giving strategies is key to making the biggest impact.
In this month’s AquilaWealth Visual Insights Newsletter, we explored some deep questions. These questions are designed to help you increase the value and impact of your giving. Click here to see it!
Most people I know want to make a difference in the world.
They want to know that their time on this planet mattered, and they want to leave some type of legacy behind.
No matter what you want your personal legacy to be, one of the best ways to shape it is by giving back through philanthropy.
Inside this month’s AquilaWealth Visual Insights Newsletter we explore 7 key questions you can use to help you unlock your values and use the power of philanthropy to help shape your legacy.
How does giving support your values?
Which causes are closest to your heart?
Click here to find out how to use your answers to create your personal charitable giving strategy!
We make a living by what we get, but we make a life by what we give.
How does giving back to your community or donating to a good cause make you feel?
Do you feel stronger in your values?
Like you’re doing your part to make the world a better place?
The famous quote above (frequently misattributed to Winston Churchill) is actually backed up by research. Studies show that we gain a sense of purpose in life through giving and trying to improve the situations of others.1
We explore how you can create a greater impact with your philanthropy and tie it more closely to your values in this month’s AquilaWealth Visual Insights Newsletter.
Inside are 7 key questions you can answer to connect your values more closely to your giving. Click here to check it out!
