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Recent Posts
- Relocating in Retirement: Practical Tips for Choosing Your Ideal Home
- Avoid These 8 Mistakes to Maximize Your Social Security Benefits
- Safeguarding Your Retirement Against a Potential Social Security Shortfall
- The Best Early Retirement Health Insurance Options for Savvy Retirees
- IRMAA: The Sneaky Surcharge That Makes Medicare More Expensive
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Latest on the Blog
- Relocating in Retirement: Practical Tips for Choosing Your Ideal Home
- Avoid These 8 Mistakes to Maximize Your Social Security Benefits
- Safeguarding Your Retirement Against a Potential Social Security Shortfall
- The Best Early Retirement Health Insurance Options for Savvy Retirees
- IRMAA: The Sneaky Surcharge That Makes Medicare More Expensive
Is It Better To Pay Off My Mortgage Or Invest At Retirement?
Mortgage, 401Ks and IRAs, Financial Advisor, Retirement, TaxesWhen preparing to retire, one question that is on most people’s minds is, “Is it better to pay off my mortgage or invest at retirement?” A common financial goal for many people is to retire debt-free, but most people approaching retirement are still paying off their mortgage. Before you do anything, it’s important to evaluate […]
What You Need To Know To Retire Early At 55
401Ks and IRAs, Retirement, Retirement Income, TaxesMost Americans consider age 65 the normal age of retirement because it was the full retirement age for Social Security Benefits until 1983. But the goal of retiring early has gained widespread popularity in recent years. In this article, we’ll cover what you need to know to retire early at 55. From formulating a budget […]
Nonqualified Deferred Compensation Plans – Everything You Need To Know
401Ks and IRAs, Retirement, Retirement Income, TaxesA deferred compensation plan is a retirement plan that allows employees to defer some of their compensation to a later date. Common types you may already be familiar with are 401(k) and 403(b) plans. If you are a key employee, however, your employer may offer one or more nonqualified deferred compensation plans (NQDC’s). NQDC plans […]
Why Virtual Financial Advisors Are The New Normal
Financial AdvisorThe wealth management industry will undergo monumental shifts in the next ten years. Consumers today increasingly use Skype or FaceTime to discuss personal matters and connect with friends and family globally. Factors such as evolving new customer segments and rapid technological advancements are why virtual financial advisors are the new normal. Large global wealth management […]
Why Baby Boomers Are Retiring In Their Early 60’s
Retirement, 401Ks and IRAs, Retirement Income, TaxesMany Baby Boomers are learning about retirement readiness first-hand during the Covid-19 pandemic. Factors such as layoffs, health, disability, and technology are why Baby Boomers are retiring in their early 60’s. Decisions in retirement around Social Security, (long-term) health care, and taxes need careful planning. The pandemic’s effects continue to ripple and are still unknown despite vaccine rollouts. The […]
Retirement Tax Planning – 6 Things You Must Know
Retirement, 401Ks and IRAs, Investments, TaxesTax planning strategies are an essential component to maximizing retirement income. And the more income you have, the more you get to spend or pass down to your heirs. There are a lot of retirement tax planning articles out there. But our goal is to provide more of a “how-to” so you aren’t just relying […]
How The SECURE Act Changes Retirement Planning
Retirement, 401Ks and IRAs, TaxesLast year we experienced the most legislation impacting retirement planning since 2006. If you are approaching retirement, you need to know how the SECURE Act changes retirement planning. The COVID-19 pandemic resulted in congress passing the CARES Act, SECURE Act, and the Consolidated Appropriations Act. The SECURE Act (along with a series of tax-extenders) was […]