Highlights of The SECURE Act and the impact it will have on retirement. Information for retirees, beneficiaries and younger savers, including 529 plan changes.

Hey guys Mike Frontera here back with another retirement Theory video. So Mike what happens to my home if I need long-term care? Does Medicaid take it?

One of the largest decisions we face in retirement is when to claim Social Security. So, what are the best choices that you should do when it comes to this?

Are you retired or have you inherited retirement money? If so there may be some major changes coming your way, the most major of which revolve around...

Do you have a charity that you're passionate about? I'm sure a lot of us do and many of us like to show our love to our particular charity through donating.

It's not fun to think about, but how do you best prepare financially in the case that you or someone that you love ends up in a nursing home?

We're here to convince you why having a financial planner help you with your specific situation is so critical to your financial future.

You know, there’s nothing more frustrating to me than being told that something is really important, but at the same time not understanding what I’m being told. Such is the case for many people with interest rates.

Now look, I get it. No one likes making a budget. A lot of people cringe at the word itself. Budget. It sounds cheap. Like you’re going without. No steak tonight, we’re on a budget. Shut those lights off, we’re on a budget. You get the idea.

"... don’t look at the collective portfolio and think “oh no, I’ve lost ten thousand dollars.”