Carnegie Investment Counsel Blog

 

Byran Blackburn

Recent Posts

Understanding IRAs to Maximize Your Options in Retirement

Posted by Byran Blackburn on May 7, 2020 11:30:00 AM

Individual retirement accounts (IRAs) are tax-advantaged savings plans designed to assist people in funding their retirement. Created by an act of Congress in 1974, these accounts became significantly more popular following another government act in 1981 that allowed all working taxpayers to establish IRAs.

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Topics: Financial Planning

What Is the SECURE ACT? Top 4 Ways It May Impact Your Retirement Planning, plus 2 Pitfalls to Avoid

Posted by Byran Blackburn on Jan 28, 2020 11:15:00 AM

 



How the new SECURE ACT rules may change how you save for retirement

 

In mid-December 2019, the “Setting Every Community Up for Retirement Enhancement” (SECURE) Act was included as part of a massive spending bill approved by Congress.

Notably, this may be one of the most significant pieces of retirement legislation in years.  

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Topics: Financial Planning, Investment Management

Special Needs Financial Planning in Eight Simple Steps: A Guide for Parents

Posted by Byran Blackburn on Nov 26, 2019 11:00:00 AM

Raising a child with special needs has its own rewards. Someone once said, it's like taking a trip and arriving in Copenhagen when you thought you were going to Paris. Copenhagen has its own joys, but they may not be what you imagined about Paris. The milestones you dreamed of before becoming a parent may be different now.

Special needs financial planning can seem daunting for parents. There may be medical expenses today and planning for your child’s care when you no longer can. Here are eight steps to break the process down into manageable chunks.

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Topics: Financial Planning

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