by Kevin | Nov 1, 2020 | Financial Planning
Nobody has a crystal ball to tell us exactly what the future holds, but don’t let uncertainty be the reason you’re unprepared for retirement. As someone who has worked hard for what they’ve earned and is likely invested in America’s future, you may be concerned about...
by Kevin | Oct 26, 2020 | Financial Planning, Social Security, Taxes
The Social Security Administration recently made some important announcements that workers and retirees should note, including a Social Security benefit increase – and a tax increase. While it’s very unlikely that the program will ever disappear, we could see changes...
by Kevin | Sep 21, 2020 | Financial Planning, Retirement Planning
If you’ve ever left a job, you may have had to decide what to do with your old 401(k). You might have rolled it over into a 401(k) at your new job or even forgotten about it when you were younger. But if you’ve recently lost your job, retired, or left your job for...
by Kevin | Aug 31, 2020 | Estate Planning, Financial Planning
Estate planning is an important part of retirement planning for many reasons: You’ve worked hard for your money and want to see it passed down in the most efficient way possible for your loved one’s benefit. Unfortunately, costly mistakes are all too easy to...
by Kevin | Aug 3, 2020 | Financial Planning, Retirement Planning
Here’s proof that funding retirement has changed: In 1970, 45% of private-sector employees were covered by a pension plan.[1] Now, 4% are covered.[2] Pensions have largely been replaced by 401(k), IRAs, and similar retirement plans, and retirees must find a way...
by Kevin | Jul 26, 2020 | Financial Planning, Retirement Planning
We all know that a 401(k) is one of the most important retirement planning tools we have. The potential tax benefits and power of compound interest can make it a great saving and investment tool for anyone who practices financial discipline and contributes regularly....
