Monthly Archive: December 2019

The SECURE Act: What You Need to Know

The SECURE Act: What You Need to Know

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was enacted as part of a year-end budget appropriations bill that passed the U.S. Senate on December 19, 2019. It was subsequently signed by...

Trends in Personal Finance: 2019

Trends in Personal Finance: 2019

I recently attended a webinarabout 2019 trends in personal finance sponsored by Next Gen Personal Finance (NGPF) and presented a webinar of my own. Below are five 2019 statistics and trends that caught my...

My Take-Aways from the 2019 NJCFE Symposium

My Take-Aways from the 2019 NJCFE Symposium

I recently attended the 2019 New Jersey Coalition for Financial Education (NJCFE) Symposium. Below are some key take-aways about personal finance topics and financial education: ¨     Financial author Beth Kobliner recommended that parents have...

My Take-Aways from the 2019 AFCPE Symposium

My Take-Aways from the 2019 AFCPE Symposium

I recently attended the 2019 Association for Financial Counseling and Planning Education Symposium. Below are some key take-aways about personal finance topics and financial education: ¨     FINRA has a useful online calculator to determine...