Note These 3 Retirement Risks

Imagine you’ve saved your target amount for retirement and are on track to receive your optimal Social Security benefit. Many think these are the only things to take care of, but retirement planning consists of much more. It’s also crucial to consider how much risk you’re taking and how much risk your money can manage. [...]

By |2020-11-30T19:04:32+00:00November 30th, 2020|Retirement Planning|0 Comments

Your Retirement Recipe

It’s almost Thanksgiving, and if you're hosting this year, you know that preparation and organization are key to a successful feast. First, you need to know how many mouths there will be to feed, then figure out what kind of meal you’re going to serve them and how you'll make it. On top of all [...]

By |2020-11-20T07:29:32+00:00November 20th, 2020|Retirement Planning|0 Comments

What’s In Store for Retirement Accounts in 2021?

In 2020, we saw the new SECURE Act legislation come about in response to the changing needs of America’s retirees. In 2021, we will likely see some increased retirement account contribution limits and could possibly see additional retirement legislation. For those who have saved diligently over the years, it’s crucial to know how to make [...]

By |2020-11-09T10:15:39+00:00November 9th, 2020|Retirement Planning|0 Comments

Warming Up for Retirement

Almost everything we do has some type of a preparation process or warm-up routine.  From playing golf to driving a car, every activity has certain steps that should be taken before you begin, and retirement is no different. This next period of your life requires some warming up – financially and otherwise. Preparation is everything [...]

By |2020-11-07T00:48:44+00:00November 7th, 2020|Retirement Planning|0 Comments

Your Retirement Should Be What You Want It to Be

For decades you've done what's expected of you - work hard for a living, take care of your loved ones, and often forgo putting yourself first. That all changes in retirement. Whether you're traveling, volunteering, taking up new hobbies, or relaxing with friends and family, retirement is a time to unwind and do something you [...]

By |2020-10-23T16:34:47+00:00October 23rd, 2020|Lifestyle, Retirement Planning|0 Comments

The 3 Biggest Concerns You Could Face In Retirement

When you think of retirement, you might think of the vacations you’ll go on and all the free time you’ll enjoy with friends and family. There’s so much to enjoy about retirement, but it also comes with its challenges. Some of the biggest concerns you could face in retirement could be market volatility, an increased [...]

By |2020-10-19T13:38:57+00:00October 19th, 2020|Retirement Planning|0 Comments

3 Things You Can Do If You Don’t Qualify for a Roth IRA

There's evidence to suggest that we might be experiencing historically low tax rates right now. The Tax Cuts and Jobs Act will expire in 2025 or possibly sooner if there’s a leadership change in Washington. By the end of the year, total government debt is expected to almost equal the size of the U.S. economy.[1] [...]

By |2020-10-04T21:46:25+00:00October 4th, 2020|Investing Strategies, Retirement Planning|0 Comments

3 Options for Your 401(k) When Leaving Your Job

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 another [...]

By |2020-09-21T01:42:57+00:00September 21st, 2020|Financial Planning, Retirement Planning|0 Comments

3 Trends to Keep an Eye On When Planning for Retirement

If you’re just trying to get through the present, you’re not alone. But, that doesn’t mean you can forget to look to the future and prepare for challenges you could face. There are indications that we could see higher taxes in the future, more market volatility, and continuing low interest rates. Here are three trends [...]

By |2020-09-14T14:02:07+00:00September 14th, 2020|Retirement Planning|0 Comments

4 Goals to Meet When Crossing the Retirement Finish Line

You have so much to celebrate and look forward to as you near and enter retirement: Retirement means the end of a long career, but the beginning of something new, and the “what” is up to you. The way you finish the race can impact the rest of your retirement, whether you’re approaching retirement or [...]

By |2020-08-24T13:18:27+00:00August 24th, 2020|Retirement Planning|0 Comments
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