Blog Posts

The Perfect Storm for Retirees

Friday, April 23rd, 2021

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

Sunday, April 11th, 2021

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)

Monday, April 5th, 2021

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

Wednesday, March 24th, 2021

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

Friday, February 19th, 2021

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?

Monday, January 18th, 2021

The answer to this question comes down to whether a stimulus check increases "provisional income."

6 Birthdays to Know for Retirement

Friday, January 15th, 2021

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

Wednesday, December 30th, 2020

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.