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Passed in the last few weeks of 2019, the Setting Every Community Up for Retirement Enhancement Act will has some major changes to the retirement landscape. Eric and Robert cover some of the most important changes to retirees.

New Year, New us. Or so the saying goes. Part of turning the page to the year ahead is to look back at how we did over the last 12 months and set goals on what we’d like to accomplish over the next 12. For us, it is an exercise that couldn’t be of higher importance. We are on a constant mission to improve our services and client outcomes.

Earlier this year, the House of Representatives voted 417-3 to pass the SECURE Act, formally known as the Setting Up Every Community for Retirement Enhancement Act. A similar measure had been stalled in the Senate until this week.

Most of our clients are keenly aware of the regimen and diligence we put into researching our investments and strategies. We try to share as much of that with our clients as possible to help them understand where much of our advice is derived from. We had some time earlier this week which we thought would be good to share with you.

Maybe the best thing you can do in retirement in Lewes DE. Robert interviews the manager of the Osher Lifelong Learning Institute, Anna Moshier. They talk about lifelong learning and teaching opportunities for retirees in Sussex County. Listen to Episode 9 here : https://www.buzzsprout.com/217665/episodes/2252309-episode-9-osher-lifel...

You might be asking, what the heck is the repo market? An easy way to describe it is akin to the way you think about the plumbing in your house. Like your plumbing, no news is good news. The repo market is the overnight loans market between banks and corporations. Yes, banks make loans overnight to companies for various purposes such as payroll, debt payoff, etc.

1. "Investing at Home is Overrated" - Morningstar - https://www.morningstar.com/articles/949609/investing-close-to-home-is-overrated

A nice blog from Morningstar of the dangers of investing geographically based on wha

In this episode Eric and Robert discuss the possibility of retiring at the peak of the market. Is it possible to retire successfully if your first few years are a recession? We examine three historical recessions and what the outcomes would have been for retirees in those periods.

In this episode Eric Johnston, CFP interviews Michelle Parker from the local MAC (Maintaing Active Citizens) center in Salisbury, MD. They discuss their offerings, Medicare tips and resources available to individuals who are currently or soon to be retired. Listen to Episode 7 here: https://www.buzzsprout.com/217665/episodes/1628905-episode-7-our-local-m...

1. Understanding Social Security Acronyms - https://blog.ssa.gov/social-security-terms-in-plain-language/?utm_medium=email&utm_source=govdelivery

A nice simple blog from the Social Security Administration on frequently used S