by Kevin | Mar 15, 2021 | Financial Planning, Retirement Planning
When we think about important birthdays, we think of 18 and 21, but what about 59 ½ or 72? Just because you’re older doesn’t mean you don’t have more milestones to hit. Starting at age 50, several birthdays and “half-birthdays” are critical to understand because they...
by Kevin | Mar 11, 2021 | Lifestyle
2050 seems like a long time away, but 2021 seemed far away in 1991. Back then, did you think a cell phone would fit into your pocket? Or that you could shout at Alexa to order you more paper towels without getting off the couch? Technology has transformed how we live...
by Kevin | Mar 7, 2021 | Financial Planning, Lifestyle, Retirement
Retirement isn’t what it used to be. It’s typically longer and more active, doesn’t start at the same age for everyone, and could involve paid work. Not everyone’s retirement will look the same, and it doesn’t have to. Maybe you’ll transition to...
by Kevin | Mar 5, 2021 | Cyber Security, Fraud Protection
If there’s a fraudulent charge on your credit card, there is recourse – but what about your 401(k)? Cyber fraud is becoming more common, and plan sponsors don’t guarantee reimbursements. It’s important to take steps to protect your information and...
by Kevin | Mar 1, 2021 | Taxes
Will your tax burden dramatically decrease in retirement once you stop receiving a paycheck? Maybe not – maybe it will increase. Between retirement account distributions, Social Security benefits, and investments, you may have reasons to review your tax strategy in...
