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Retirement

Millennials Express Negative Views on Retirement
May 10, 2021

As Baby Boomers eagerly enter retirement or the final stretches of their careers, their children’s generation appears to view retirement in a much different light. According to a survey by Go Banking Rates, one in five millennials don’t believe they will ever get to retire. Is it just pessimism, or…

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As Real Estate Prices Soar, Is it Time to Reconsider Your Retirement Plan?
April 19, 2021

While many industries took a beating in 2020, you could say that real estate enjoyed a surprising surge in many areas. With many people eager to move during the pandemic, demand for new housing drove up prices at a surprising rate. As prices continue to soar in some locations, some…

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Can I Avoid Taxes on Social Security or Retirement Benefits?
March 15, 2021

Many things will change in retirement, from your budget to your overall lifestyle. But some things never completely change, and income taxes fall into that category. Most retirees are still required to file tax returns and do pay some amount of income taxes each year. You might be surprised to…

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6 Things That Might Surprise You About Retirement
January 11, 2021

After decades of planning, you might expect your retirement years to unfold just as you imagined. Hopefully that will be the case, but we wanted to warn those of you still in the planning stages: These six things often take retirees by surprise. You might still work. Some retirees simply…

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The 2021 IRS Rules on Retirement Plan Contributions
November 9, 2020

Retirement plans such as the 401(k) and IRA are popular choices, due to certain tax incentives offered by the IRS. Of course, the agency can and does occasionally make adjustments to the rules, so it’s important to stay on top of these changes. Here’s what you need to know about…

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7 Retirement Goals to Address in Your Fifties
September 20, 2020

Once you enter your fifties, it’s time to get (even more) serious about retirement planning. In your last decade or so of your career, start tackling these seven goals to get yourself on better footing. Pay down debt. You might be earning more money than ever before in your career,…

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When Does it Make Sense to Claim Social Security Early?
August 10, 2020

Everyone wants to maximize their retirement income, so you will often hear that you should avoid claiming Social Security until at least your full retirement age. At age 66 or 67 (depending upon your date of birth) you can claim your full scheduled benefits, and if you wait beyond those…

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4 Ways to Lead a Debt-Free Life
July 13, 2020

Retiring without debt, and living free of that burden, is a dream for many of us. So what would it take to make that dream a reality? A conscious budget. Most of us have some basic framework of a budget, but we don’t really designate a certain amount of money…

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Will the Economic Downturn Affect Future Social Security Benefits?
June 8, 2020

The coronavirus pandemic has affected us all in different ways, but we all have one important thing in common: Retirement, and our future Social Security benefits, concerns us all. Analysts have predicted some changes to the program in the not-so-distant future, due to the state of the economy. Here’s what…

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Estate Planning Just Got a Bit More Complicated
January 13, 2020

The SECURE Act, signed into law on December 20, 2019, aims to make retirement planning a bit easier for many Americans. It accomplishes this goal by lifting a few key restrictions that previously served as obstacles for those trying to save for retirement. However, one provision of the law does…

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