The Setting Every Community Up for Retirement Enhancement (SECURE) Act is one of the biggest pieces of legislation regarding retirement plans in recent memory. As with any update to the tax and retirement planning landscape, it’s important to review your particular situation to understand the potential effects of these changes.
This edition of Fairman Group Perspectives highlights the PMI decline and economic impact, the need for life insurance, Medicare Open Enrollment, and more! Learn about the latest news affecting your financial life.
The annual Medicare Open Enrollment Period runs from October 15 through December 7. Any changes made during open enrollment are effective as of January 1, 2020.
If you’re unsure about whether you should buy life insurance, ask yourself: If I died today with no life insurance, would my family need to make substantial financial sacrifices and give up their lifestyle in order to meet their financial obligations.
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