Silverlight Financial

Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Check out the major provisions of the law.

Understanding the SECURE Act 2.0 A timeline covering a few of the major provisions of the SECURE Act 2.0.

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

Medicare vs. Medicaid The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

How much more would you have to save for retirement if you owned your home rather than rented? Would it surprise you to learn it might be several times less? Learn more about the relative advantages below.

Why Do Renters Have to Save More? How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:

Questions to Ask About Medicare Take the guesswork out of your IEP or SEP with this helpful article.

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

www.silverlightfinancial.com

The average college senior graduates with credit card debt. How will your kids manage money?

www.silverlightfinancial.com

Learn more about whether you need to pay estimated taxes.

You May Need to Make Estimated Tax Payments If… Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Could your portfolio benefit from a zero-coupon bond?

The ABCs of Zero Coupon Bonds Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

The savings rate is the government’s estimate of how much U.S. households are saving.

U.S. Personal Savings Rate What can be learned from the savings rate?

Renter? Think you’re covered by the owner’s insurance? Do a double check.

An Overview of Renter’s Insurance Don’t overlook the need for renter’s insurance if you rent your home.