Blog Posts
3 Steps to a Retirement Income Plan: Nobel Prize Winner Helps Out
Figuring out how much income you need during retirement and formulating a retirement income plan is the most important aspect of financial planning. Don’t believe me? Well, the theory is advanced by Robert C. Merton, recipient of the 1997 Alfred Nobel Memorial Prize in Economic Sciences and Distinguished Professor of Finance at the MIT Sloan School of Management.
Can I Afford to Retire?
That fearful question is what holds many people back from taking the plunge, but a little fact-finding & proper planning could give you the information you need to make an informed decision.
Sequence-of-returns risk could undo years of careful planning
Here’s how that happens, and a couple of ways to help avoid it.
The Perfect Storm for Retirees
Today’s retirees could face a perfect storm because they are living longer and spending more time in retirement, while at the same time losing access to traditional pension plans. This means they may have to use different financial planning strategies than retirees of the past.
Social Security Basics: Claiming & Maximizing Your Benefits
Claiming Social Security benefits at the right time means more money in your pocket. Here's a guide to help understand and maximize your benefits more.
Required Minimum Distributions (RMDs)
Last year, the passage of the CARES Act waived required minimum distributions (RMDs) for everyone. However, that waiver has ended, and now, if you’re of RMD age, you must ensure that you take your RMD this year and in subsequent years.
Money Moves to Make in the Decade Before You Retire
For most people, retirement seems like a faraway dream, something that will happen “one day.”
5 Things You Need to Decide Before You Can Retire
You’ve got to think these things through and make sure all your bases are covered before you can finally call it quits and retire.
Do Stimulus Checks Increase the Tax on Social Security Benefits?
The answer to this question comes down to whether a stimulus check increases "provisional income."
6 Birthdays to Know for Retirement
There are important milestone ages to note before and throughout retirement. Mark these birthdays on your calendar to boost your retirement income and avoid unnecessary penalties.
Shift from a savings mindset to a spending mindset for retirement
After decades of planning and putting money away, you may think it would be easy for most people to shift from a savings mindset to a spending mindset. Yet one often overlooked aspect of retirement planning is income draw down.
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