Bristlecone Blog

This sweeping bill offers several adjustments to our current laws surrounding saving and preparing for retirement. The SECURE Act is poised to: provide more part-time workers with the opportunity to participate in an employer-sponsored 401(k) plan, adjust the age caps on traditional IRAs and increase access to tax-advantaged retirement savings accounts. Below we’re outlining the most prominent changes of this new act and how they may affect your own retirement.

Many seniors breathe a sigh of relief upon reaching age 65—and qualifying for Medicare. Private health insurance is a major household expense for those aged 50-64, and Medicare coverage is significantly cheaper. Even so, some seniors are surprised to learn that they could be subject to additional out-of-pocket Medicare premiums...

Shares of the largest U.S. companies continued their outperformance of foreign developed markets during the 3rd quarter. Over the past 12 months, their return also trounced both those of smaller U.S. companies (+4.3% vs. -8.9%) by a surprisingly wide margin.

(...) quite a few people in the workforce today have accumulated at least some pension credits with a former employer. Many will be offered a lump-sum payout instead of these promised pension benefits. For those weighing such a decision, here are seven critical issues to keep in mind:

No matter when you decide to stop or phase-out of work, there are some important milestones to remember and plan for:

Congratulations to the USA Women's National Team, which won the 2019 FIFA Women's World Cup earlier this month by beating the Netherlands 2 - 0. (...) As on the field, though, the US keeps mounting victories in terms of stock market performance, too, against the rest of the world.