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Retirement

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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A New Law Might Affect Your Required Minimum Distributions
January 6, 2020

The fact that one quarter of Americans currently have no retirement savings has long concerned lawmakers, who continually consider various resolutions aimed at closing the gap in retirement planning. The SECURE Act, just signed into law last month, was one such attempt. The Setting Every Community Up for Retirement Enhancement…

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Contribute More to Your Retirement Account in 2020
December 9, 2019

Financial strategies sometimes shift over time, but one rule has stood the test of time: You really can’t save too much for retirement! If you wisely meet the contribution limit of your retirement account each year, congratulations on making a responsible choice for your future. And we have good news…

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Congress Considers Major Changes to Medicare
November 11, 2019

Although the idea has been mentioned often in the past, a bill that expands Medicare coverage to dental, vision, and hearing expenses has now passed committees in Congress for the first time. Along with that major change, the bill would also allow Medicare to negotiate prices with drug companies and…

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No 401(k)? That’s Okay! You Can Still Plan for Retirement
November 4, 2019

Benjamin Franklin once famously said that nothing is certain except death and taxes. We would also add retirement to that list. No matter how much you enjoy your career, almost everyone will want or need to retire someday. Therefore, we all need to plan for retirement. But for those who…

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A Special Retirement Savings Opportunity for Workers Over 50
October 14, 2019

In your twenties and thirties, retirement planning probably seemed like an abstract exercise. It can be difficult to picture your life many decades in the future, much less plan for it. But after we reach our forties or so, most of us start to feel concerned about retirement. We wonder…

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